Filed November 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $29,703 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $23,805 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $13,310 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,430 | $79,151+54.7% | $60,919+101.0% | $64,824+88.9% |
| Participation rate | 95.0% | 77.7%+17.3pp | 73.1%+21.9pp | 71.5%+23.5pp |
| Annual return | -9.79% | -7.12%-2.7pp | 16.96%-26.8pp | 32.84%-42.6pp |
| Employer contribution / active EE | $3,514 | $3,052+15.1% | $2,704+30.0% | $2,507+40.2% |
| Participant deferral / active EE | $4,387 | $3,727+17.7% | $3,814+15.0% | $4,311+1.8% |
| Admin fee / account holder | $148 | $106+40.4% | $3,228-95.4% | $188-21.0% |