Filed October 11, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $38,048 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,313 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE & MORAN LLC Service code 10 · EIN 38-1357951 26300 NORTHWESTERN HWY #120 · SOUTHFIELD, MI 480763750 | Accounting | $15,250 |
Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $9,909 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,513 | $82,163+60.1% | $125,381+4.9% | $64,819+102.9% |
| Participation rate | 99.6% | 77.9%+21.7pp | 82.4%+17.2pp | 71.5%+28.2pp |
| Annual return | -11.12% | 3.49%-14.6pp | 572.31%-583.4pp | 32.84%-44.0pp |
| Employer contribution / active EE | $14,576 | $3,616+303.1% | $4,815+202.7% | $2,507+481.4% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $119 | $163-27.1% | $10,007-98.8% | $188-36.6% |