Filed September 22, 2016
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $45,375 |
PKF O'CONNOR DAVIES, LLP3 years Service code 10 · EIN 27-1728945 | Accounting | $26,000 |
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 | $124,746 | $91,695+36.0% | $67,575+84.6% | $77,736+60.5% |
| Participation rate | 97.5% | 76.0%+21.4pp | 72.9%+24.6pp | 70.6%+26.9pp |
| Annual return | 12.45% | 14.88%-2.4pp | 3528.98%-3516.5pp | 31.26%-18.8pp |
| Employer contribution / active EE | $2,370 | $3,189-25.7% | $2,736-13.4% | $2,728-13.1% |
| Participant deferral / active EE | $6,669 | $3,912+70.5% | $4,003+66.6% | $4,651+43.4% |
| Admin fee / account holder | $73 | $245-70.4% | $3,993-98.2% | $433-83.3% |