Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $11,713 |
GBQ PARTNERS1+ years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $0 |
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 | $22,950 | $63,964-64.1% | $147,618-84.5% | $67,505-66.0% |
| Participation rate | 99.2% | 68.6%+30.6pp | 84.6%+14.5pp | 71.2%+27.9pp |
| Annual return | 0.55% | 9.05%-8.5pp | 61.98%-61.4pp | 6.52%-6.0pp |
| Employer contribution / active EE | $3,203 | $1,618+97.9% | $5,564-42.4% | $2,173+47.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $1 | $43-98.2% | $11,612-100.0% | $56-98.6% |