Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $441,670 |
GBQ PARTNERS4 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 | $40,742 | $66,513-38.7% | $178,510-77.2% | $106,273-61.7% |
| Participation rate | 97.6% | 73.8%+23.8pp | 81.9%+15.6pp | 70.8%+26.8pp |
| Annual return | 15.07% | 21.81%-6.7pp | 151.13%-136.1pp | 21.70%-6.6pp |
| Employer contribution / active EE | $3,872 | $1,776+118.0% | $5,011-22.7% | $2,722+42.2% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,601-100.0% |
| Admin fee / account holder | $25 | $53-53.3% | $13,988-99.8% | $78-68.1% |