Filed April 21, 2016
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
CLEARSTEAD ADVISORS, LLC1 year Service code 28 · EIN 34-1597728 | Investment Management | $6,438 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,046 |
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.
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 | $111,256 | $86,795+28.2% | $67,681+64.4% | $64,728+71.9% |
| Participation rate | 66.8% | 71.7%-4.8pp | 73.7%-6.9pp | 57.9%+8.9pp |
| Annual return | 8.92% | 12.58%-3.7pp | 590.58%-581.7pp | 49.38%-40.5pp |
| Employer contribution / active EE | $1,183 | $2,837-58.3% | $2,678-55.8% | $2,243-47.2% |
| Participant deferral / active EE | $3,013 | $3,430-12.2% | $3,976-24.2% | $2,729+10.4% |
| Admin fee / account holder | $10 | $238-96.0% | $6,100-99.8% | $1,145-99.2% |