Filed December 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 19 · EIN 13-1624203 730 THIRD AVE PLAIN ROAD · NEW YORK, NY 100173206 | Securities Custodian | $125,349 |
Filed as: CORNERSTONE ADVISORS ASSET MANAGEME Service code 19 · EIN 75-3204798 74 W BROAD STREET · BETHLEHEM, PA 180185738 | Securities Custodian | $27,475 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 19 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Securities Custodian | $19,663 |
Service code 19 · EIN 04-2675571 600 WEST BROADWAY · SAN DIEGO, CA 92101 | Securities Custodian | $14,002 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,275 | $91,621-32.0% | $67,511-7.8% | $77,671-19.8% |
| Participation rate | 98.0% | 76.0%+22.0pp | 72.9%+25.1pp | 70.6%+27.4pp |
| Annual return | 12.89% | 14.87%-2.0pp | 3517.41%-3504.5pp | 31.21%-18.3pp |
| Employer contribution / active EE | $4,171 | $3,184+31.0% | $2,733+52.6% | $2,726+53.0% |
| Participant deferral / active EE | $6,954 | $3,906+78.0% | $4,000+73.8% | $4,648+49.6% |
| Admin fee / account holder | $325 | $176+84.3% | $3,999-91.9% | $430-24.5% |