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 | $91,680+62.8% | $67,524+121.0% | $77,692+92.1% |
| Participation rate | 99.3% | 76.0%+23.3pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 10.57% | 14.87%-4.3pp | 3519.41%-3508.8pp | 31.25%-20.7pp |
| Employer contribution / active EE | $2,968 | $3,186-6.8% | $2,734+8.6% | $2,726+8.9% |
| Participant deferral / active EE | $4,801 | $3,909+22.8% | $4,001+20.0% | $4,648+3.3% |
| Admin fee / account holder | $94 | $176-46.4% | $4,001-97.6% | $431-78.1% |