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 | $83,575+33.1% | $66,439+67.5% | $65,191+70.7% |
| Participation rate | 66.8% | 71.6%-4.7pp | 74.5%-7.7pp | 63.0%+3.8pp |
| Annual return | 8.92% | 12.38%-3.5pp | 757.66%-748.7pp | 51.24%-42.3pp |
| Employer contribution / active EE | $1,183 | $2,903-59.2% | $2,637-55.1% | $2,400-50.7% |
| Participant deferral / active EE | $3,013 | $3,365-10.5% | $3,876-22.3% | $2,671+12.8% |
| Admin fee / account holder | $10 | $234-95.9% | $6,173-99.8% | $907-99.0% |