Filed February 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $193,827 |
EICHEN & DIMEGLIO9 years Service code 10 · EIN 11-3320902 | Accounting | $49,400 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $10,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,357 | $113,568+111.6% | $67,575+255.7% | $199,960+20.2% |
| Participation rate | 95.0% | 73.3%+21.7pp | 72.9%+22.1pp | 72.0%+23.0pp |
| Annual return | 12.39% | 15.88%-3.5pp | 3528.98%-3516.6pp | 34.28%-21.9pp |
| Employer contribution / active EE | $6,427 | $3,409+88.5% | $2,736+135.0% | $3,036+111.7% |
| Participant deferral / active EE | $7,254 | $4,163+74.3% | $4,003+81.2% | $5,087+42.6% |
| Admin fee / account holder | $111 | $102+8.1% | $3,993-97.2% | $269-58.9% |