Filed November 26, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-3422848 | Advisory (Participants) | $78,750 |
PFK O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $36,590 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,464 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,696 | $91,680+168.0% | $67,524+263.9% | $77,692+216.2% |
| Participation rate | 97.3% | 76.0%+21.4pp | 72.9%+24.4pp | 70.6%+26.8pp |
| Annual return | 11.44% | 14.87%-3.4pp | 3519.41%-3508.0pp | 31.25%-19.8pp |
| Employer contribution / active EE | $8,781 | $3,186+175.6% | $2,734+221.2% | $2,726+222.1% |
| Participant deferral / active EE | $10,494 | $3,909+168.5% | $4,001+162.3% | $4,648+125.8% |
| Admin fee / account holder | $111 | $176-36.9% | $4,001-97.2% | $431-74.2% |