Filed December 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $49,969 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 | Investment Management | $25,894 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $20,212 |
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 | $149,241 | $91,695+62.8% | $67,575+120.9% | $77,736+92.0% |
| Participation rate | 99.3% | 76.0%+23.3pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 10.57% | 14.88%-4.3pp | 3528.98%-3518.4pp | 31.26%-20.7pp |
| Employer contribution / active EE | $2,968 | $3,189-6.9% | $2,736+8.5% | $2,728+8.8% |
| Participant deferral / active EE | $4,801 | $3,912+22.7% | $4,003+19.9% | $4,651+3.2% |
| Admin fee / account holder | $94 | $245-61.4% | $3,993-97.6% | $433-78.2% |