Filed July 14, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 20-4683855 | Contract Administrator | $54,500 |
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $31,979 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,854 | $69,774+20.2% | $67,575+24.1% | $74,459+12.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.25% | -40.53%+52.8pp | 3528.98%-3516.7pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $3,184 | $2,710+17.5% | $2,736+16.4% | $2,626+21.3% |
| Participant deferral / active EE | $4,330 | $3,636+19.1% | $4,003+8.2% | $4,350-0.4% |
| Admin fee / account holder | $246 | $890-72.3% | $3,993-93.8% | $1,945-87.3% |