Filed June 3, 2016
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1426213 | Recordkeeping Fees | $22,782 |
PKF O'CONNOR DAVIES, LLP4 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $12,600 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $8,500 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $4,250 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,346 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,418 | $65,582+137.0% | $64,101+142.5% | $71,511+117.3% |
| Participation rate | 84.8% | 73.2%+11.7pp | 72.3%+12.5pp | 67.9%+16.9pp |
| Annual return | 15.27% | 18.96%-3.7pp | 33.72%-18.4pp | 28.86%-13.6pp |
| Employer contribution / active EE | $4,114 | $2,671+54.0% | $2,749+49.7% | $2,589+58.9% |
| Participant deferral / active EE | $5,132 | $3,628+41.4% | $3,881+32.2% | $4,291+19.6% |
| Admin fee / account holder | $131 | $616-78.7% | $3,070-95.7% | $1,588-91.8% |