Filed November 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $44,825 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 99 · EIN 81-3968784 | Other Fees | $41,128 |
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $13,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,786 | $83,884+57.1% | $64,097+105.6% | $74,473+77.0% |
| Participation rate | 98.9% | 76.6%+22.3pp | 72.3%+26.6pp | 70.7%+28.1pp |
| Annual return | 13.53% | 16.57%-3.0pp | 33.75%-20.2pp | 34.36%-20.8pp |
| Employer contribution / active EE | $3,597 | $3,084+16.7% | $2,750+30.8% | $2,638+36.4% |
| Participant deferral / active EE | $4,243 | $3,692+14.9% | $3,881+9.3% | $4,530-6.3% |
| Admin fee / account holder | $163 | $196-16.8% | $3,070-94.7% | $347-53.0% |