Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $125,875 |
GBQ PARTNERS3 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 | $31,950 | $58,202-45.1% | $172,757-81.5% | $89,609-64.3% |
| Participation rate | 98.9% | 72.8%+26.0pp | 82.6%+16.2pp | 69.6%+29.3pp |
| Annual return | 20.82% | 61.59%-40.8pp | 803.06%-782.2pp | 33.65%-12.8pp |
| Employer contribution / active EE | $3,712 | $1,759+111.0% | $5,144-27.8% | $2,584+43.6% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,222-100.0% |
| Admin fee / account holder | $7 | $53-87.4% | $13,956-100.0% | $72-90.7% |