Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping | $4,461 |
GBQ PARTNERS2+ years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,433 | $49,270-52.4% | $156,551-85.0% | $329,111-92.9% |
| Participation rate | 99.1% | 68.1%+31.0pp | 84.0%+15.1pp | 67.9%+31.3pp |
| Annual return | 7.23% | 23.25%-16.0pp | 32.23%-25.0pp | 16.35%-9.1pp |
| Employer contribution / active EE | $3,256 | $1,534+112.2% | $5,501-40.8% | $2,303+41.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $4,871-100.0% | $3,682-100.0% |
| Admin fee / account holder | $0 | $51-99.5% | $13,028-100.0% | $754-100.0% |