Filed August 9, 2017 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $87,282 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,449 | $117,148+0.3% | $67,560+73.8% | $99,313+18.3% |
| Participation rate | 51.8% | 72.7%-20.8pp | 72.9%-21.1pp | 71.7%-19.9pp |
| Annual return | 11.88% | 14.15%-2.3pp | 3533.50%-3521.6pp | 17.67%-5.8pp |
| Employer contribution / active EE | $0 | $4,623-100.0% | $2,737-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $4,318 | $4,782-9.7% | $4,004+7.8% | $5,346-19.2% |
| Admin fee / account holder | $13 | $50-73.1% | $3,994-99.7% | $109-87.7% |