Filed September 22, 2016
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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $25,500 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $18,187 |
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 | $109,629 | $79,124+38.6% | $60,899+80.0% | $64,814+69.1% |
| Participation rate | 88.8% | 77.7%+11.1pp | 73.1%+15.7pp | 71.5%+17.3pp |
| Annual return | -10.59% | -7.13%-3.5pp | 16.92%-27.5pp | 32.84%-43.4pp |
| Employer contribution / active EE | $2,223 | $3,050-27.1% | $2,702-17.7% | $2,507-11.3% |
| Participant deferral / active EE | $5,718 | $3,725+53.5% | $3,817+49.8% | $4,310+32.6% |
| Admin fee / account holder | $44 | $106-57.9% | $3,225-98.6% | $188-76.3% |