Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $2,615 |
GBQ PARTNERS2 years Service code 10 · EIN 20-2122306 230 WEST STREET, SUITE 700 · 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 | $26,663 | $46,969-43.2% | $154,110-82.7% | $73,367-63.7% |
| Participation rate | 99.0% | 72.4%+26.6pp | 83.0%+15.9pp | 69.5%+29.5pp |
| Annual return | -5.00% | 821.68%-826.7pp | 735.22%-740.2pp | 173.45%-178.5pp |
| Employer contribution / active EE | $3,641 | $1,723+111.3% | $5,298-31.3% | $2,499+45.7% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $0 | $47-99.7% | $13,412-100.0% | $68-99.8% |