Filed March 17, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $275,020 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $125,313 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN RUDNICK LLP Service code 28 · EIN 04-3108175 | Investment Management | $27,898 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $19,604 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,860 | $67,512+68.7% | $185,854-38.7% | $93,010+22.4% |
| Participation rate | 95.2% | 67.1%+28.1pp | 81.7%+13.5pp | 73.9%+21.3pp |
| Annual return | 22.27% | 21.04%+1.2pp | 122.12%-99.9pp | 158.70%-136.4pp |
| Employer contribution / active EE | $2,634 | $1,783+47.7% | $5,169-49.0% | $2,705-2.6% |
| Participant deferral / active EE | $4,393 | $3,035+44.7% | $5,569-21.1% | $4,561-3.7% |
| Admin fee / account holder | $116 | $318-63.6% | $16,246-99.3% | $152-23.7% |