Filed November 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $59,361 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $33,949 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $16,386 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,241 | $91,710+52.9% | $67,560+107.6% | $77,762+80.3% |
| Participation rate | 97.8% | 76.0%+21.8pp | 72.9%+24.9pp | 70.6%+27.2pp |
| Annual return | 11.58% | 14.88%-3.3pp | 3533.50%-3521.9pp | 31.27%-19.7pp |
| Employer contribution / active EE | $3,653 | $3,187+14.6% | $2,737+33.5% | $2,728+33.9% |
| Participant deferral / active EE | $4,206 | $3,911+7.5% | $4,004+5.0% | $4,651-9.6% |
| Admin fee / account holder | $190 | $245-22.3% | $3,994-95.2% | $433-56.0% |