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 AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $38,781 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,705 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN LLC Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HWY #120 · SOUTHFIELD, MI 480763750 | Accounting | $14,950 |
Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $12,706 |
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 | $156,111 | $104,336+49.6% | $159,474-2.1% | $86,821+79.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 12.28% | 26.32%-14.0pp | 263.68%-251.4pp | 97.94%-85.7pp |
| Employer contribution / active EE | $13,939 | $3,451+303.9% | $4,831+188.5% | $2,406+479.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $129 | $172-25.0% | $10,802-98.8% | $170-23.8% |