Filed September 22, 2016
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $64,613 |
PKF O'CONNOR DAVIES, LLP4 years Service code 10 · EIN 27-1728945 | Accounting | $26,910 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 26 · EIN 30-0282430 | Advisory (Participants) | $25,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,224 | $93,351+42.7% | $62,929+111.7% | $79,634+67.3% |
| Participation rate | 98.2% | 74.6%+23.6pp | 73.1%+25.1pp | 62.5%+35.8pp |
| Annual return | 13.84% | 14.37%-0.5pp | 1063.93%-1050.1pp | 36.46%-22.6pp |
| Employer contribution / active EE | $2,477 | $3,135-21.0% | $2,505-1.1% | $2,529-2.1% |
| Participant deferral / active EE | $6,904 | $3,921+76.1% | $3,888+77.6% | $3,835+80.1% |
| Admin fee / account holder | $114 | $229-50.4% | $5,065-97.8% | $1,002-88.7% |