Filed February 10, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $117,776 |
O'CONNOR DAVIES, LLP3 years Service code 10 · EIN 27-1728945 | Accounting | $27,250 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $10,608 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,601 | $91,695+67.5% | $67,575+127.3% | $77,736+97.6% |
| Participation rate | 99.7% | 76.0%+23.7pp | 72.9%+26.8pp | 70.6%+29.1pp |
| Annual return | 13.44% | 14.88%-1.4pp | 3528.98%-3515.5pp | 31.26%-17.8pp |
| Employer contribution / active EE | $4,656 | $3,189+46.0% | $2,736+70.2% | $2,728+70.7% |
| Participant deferral / active EE | $7,537 | $3,912+92.6% | $4,003+88.3% | $4,651+62.1% |
| Admin fee / account holder | $249 | $245+1.9% | $3,993-93.8% | $433-42.4% |