Filed October 11, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $25,894 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $25,347 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HIGHWAY #120 · SOUTHFIELD, MI 480763750 | Accounting | $14,650 |
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 | $187,635 | $100,801+86.1% | $149,745+25.3% | $73,412+155.6% |
| Participation rate | 88.3% | 77.7%+10.6pp | 82.5%+5.8pp | 72.2%+16.1pp |
| Annual return | 11.98% | 265.34%-253.4pp | 276.72%-264.7pp | 59.30%-47.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $10,812 | $6,404+68.8% | $6,843+58.0% | $3,806+184.1% |
| Admin fee / account holder | $86 | $181-52.5% | $9,312-99.1% | $158-45.7% |