Filed July 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $129,125 |
GRANT THORNTON LLP7 years Service code 10 · EIN 36-6055558 | Accounting | $47,250 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 28 · EIN 92-1819393 | Investment Management | $8,750 |
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 | $45,969 | $122,259-62.4% | $147,041-68.7% | $199,874-77.0% |
| Participation rate | 99.6% | 78.3%+21.3pp | 82.2%+17.4pp | 72.0%+27.6pp |
| Annual return | 12.98% | 30.58%-17.6pp | 419.21%-406.2pp | 34.28%-21.3pp |
| Employer contribution / active EE | $5,771 | $4,097+40.8% | $4,935+16.9% | $3,036+90.0% |
| Participant deferral / active EE | $0 | $8,504-100.0% | $8,071-100.0% | $5,090-100.0% |
| Admin fee / account holder | $34 | $179-80.7% | $13,006-99.7% | $269-87.2% |