Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $389,487 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $6,889 |
GBQ PARTNERS4 years Service code 10 · EIN 20-2122306 230 WEST STREET, SUITE 700 · COLUMBUS, OH 43215 | Accounting | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,019 | $69,238-30.6% | $185,854-74.2% | $101,555-52.7% |
| Participation rate | 97.9% | 73.5%+24.4pp | 81.7%+16.2pp | 74.5%+23.3pp |
| Annual return | 15.69% | 21.26%-5.6pp | 122.12%-106.4pp | 21.00%-5.3pp |
| Employer contribution / active EE | $4,602 | $2,104+118.7% | $5,169-11.0% | $2,972+54.9% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,569-100.0% | $4,874-100.0% |
| Admin fee / account holder | $10 | $66-84.5% | $16,246-99.9% | $139-92.6% |