Filed July 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $100,461 |
GRANT THORNTON LLP6 years Service code 10 · EIN 36-6055558 | Accounting | $45,150 |
Filed as: CONCURRENT INVESTMENT ADVISORS,LLC Service code 28 · EIN 92-1819393 | Investment Management | $13,125 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 28 · EIN 59-1531281 | 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 | $47,465 | $107,415-55.8% | $135,998-65.1% | $80,187-40.8% |
| Participation rate | 98.9% | 78.0%+20.8pp | 81.9%+16.9pp | 72.9%+25.9pp |
| Annual return | 16.31% | 91.99%-75.7pp | 68.37%-52.1pp | 40.40%-24.1pp |
| Employer contribution / active EE | $6,080 | $3,878+56.8% | $4,860+25.1% | $2,980+104.0% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $38 | $127-70.3% | $10,769-99.6% | $145-74.0% |