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 | $91,692+168.0% | $67,561+263.7% | $77,714+216.2% |
| Participation rate | 97.3% | 76.0%+21.3pp | 72.9%+24.4pp | 70.6%+26.8pp |
| Annual return | 11.44% | 14.88%-3.4pp | 3525.44%-3514.0pp | 31.26%-19.8pp |
| Employer contribution / active EE | $8,781 | $3,188+175.4% | $2,735+221.1% | $2,727+222.0% |
| Participant deferral / active EE | $10,494 | $3,912+168.3% | $4,003+162.2% | $4,649+125.7% |
| Admin fee / account holder | $111 | $245-54.5% | $4,006-97.2% | $433-74.3% |