Filed March 3, 2015
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $34,081 |
CLEARSTEAD ADVISORS, LLC2 years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $14,989 |
BKD, LLP1 year Service code 27 · EIN 44-0160260 | Advisory (Plan) | $8,241 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,892 | $69,774+38.9% | $67,575+43.4% | $74,459+30.1% |
| Participation rate | 96.0% | 71.4%+24.6pp | 72.9%+23.1pp | 67.2%+28.8pp |
| Annual return | 10.04% | -40.53%+50.6pp | 3528.98%-3518.9pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $883 | $2,710-67.4% | $2,736-67.7% | $2,626-66.4% |
| Participant deferral / active EE | $2,331 | $3,636-35.9% | $4,003-41.8% | $4,350-46.4% |
| Admin fee / account holder | $92 | $890-89.7% | $3,993-97.7% | $1,945-95.3% |