Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $350,287 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $7,129 |
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 | $43,013 | $63,259-32.0% | $178,510-75.9% | $93,223-53.9% |
| Participation rate | 98.0% | 72.1%+25.9pp | 81.9%+16.1pp | 74.9%+23.1pp |
| Annual return | 16.50% | 19.93%-3.4pp | 151.13%-134.6pp | 19.29%-2.8pp |
| Employer contribution / active EE | $4,426 | $1,865+137.4% | $5,011-11.7% | $2,680+65.2% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $11 | $58-81.6% | $13,988-99.9% | $79-86.5% |