Filed October 11, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $34,232 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $26,444 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HIGHWAY #120 · SOUTHFIELD, MI 480763750 | Accounting | $14,950 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,878 | $104,317+83.9% | $159,436+20.3% | $86,799+121.1% |
| Participation rate | 87.6% | 77.7%+9.9pp | 82.8%+4.8pp | 72.3%+15.3pp |
| Annual return | 11.47% | 26.32%-14.9pp | 263.57%-252.1pp | 97.91%-86.4pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $10,530 | $6,837+54.0% | $7,352+43.2% | $4,131+154.9% |
| Admin fee / account holder | $95 | $172-44.7% | $10,799-99.1% | $170-43.8% |