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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $39,513 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $29,566 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HIGHWAY #120 · SOUTHFIELD, MI 480763750 | Accounting | $17,255 |
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 | $174,062 | $95,417+82.4% | $135,974+28.0% | $74,460+133.8% |
| Participation rate | 84.3% | 78.2%+6.1pp | 81.9%+2.4pp | 70.7%+13.6pp |
| Annual return | 12.83% | 32.76%-19.9pp | 68.30%-55.5pp | 34.38%-21.5pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $10,907 | $7,789+40.0% | $7,760+40.6% | $4,530+140.8% |
| Admin fee / account holder | $104 | $266-60.9% | $10,767-99.0% | $348-70.1% |