Filed December 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 19 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Securities Custodian | $16,377 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 19 · EIN 13-1624203 730 THIRD AVE PLAIN ROAD · NEW YORK, NY 100173206 | Securities Custodian | $2,621 |
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 | $38,243 | $84,948-55.0% | $70,462-45.7% | $73,412-47.9% |
| Participation rate | 82.2% | 79.9%+2.3pp | 75.1%+7.1pp | 72.2%+10.0pp |
| Annual return | 24.17% | 13.39%+10.8pp | 109.08%-84.9pp | 59.30%-35.1pp |
| Employer contribution / active EE | $2,384 | $2,834-15.9% | $2,737-12.9% | $2,234+6.8% |
| Participant deferral / active EE | $5,228 | $3,387+54.3% | $3,710+40.9% | $3,806+37.4% |
| Admin fee / account holder | $45 | $98-53.6% | $3,845-98.8% | $158-71.2% |