Filed March 2, 2017
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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Contract Administrator | $57,081 |
EISNERAMPER LLP1 year Filed as: EISNER ADVISORY GROUP LLC Service code 10 · EIN 87-1353108 ATTN JOYCE FORSHEE RODRIQUES · NEW YORK, NY 100172703 | Accounting | $12,694 |
Filed as: HEALTHCARE COMM.SECURITIES CORP Service code 27 · EIN 14-1764768 1 EMPIRE DR · RENSSELAER, NY 121445729 | Advisory (Plan) | $10,000 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 10 · EIN 87-1363769 PO BOX 360635 · PITTSBURGH, PA 152516600 | Accounting | $6,386 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $205,062 | $58,311+251.7% | $81,882+150.4% | $80,959+153.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 10.54% | 41.85%-31.3pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $6,642 | $2,347+183.0% | $2,916+127.8% | $2,757+140.9% |
| Participant deferral / active EE | $8,265 | $3,287+151.5% | $4,323+91.2% | $4,300+92.2% |
| Admin fee / account holder | $312 | $4,752-93.4% | $7,360-95.8% | $6,925-95.5% |