Filed January 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $37,599 |
Filed as: FOREST CAPITAL MANAGEMENT Service code 28 · EIN 46-5576228 | Investment Management | $25,280 |
Service code 28 · EIN 04-2647786 | Investment Management | $199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,648 | $52,581+64.8% | $130,788-33.7% | $64,340+34.7% |
| Participation rate | 28.5% | 46.5%-18.1pp | 70.1%-41.6pp | 55.2%-26.8pp |
| Annual return | 11.03% | 20.39%-9.4pp | 386.44%-375.4pp | 24.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,031-100.0% | $3,558-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,742 | $2,200+24.6% | $4,137-33.7% | $2,980-8.0% |
| Admin fee / account holder | $544 | $4,583-88.1% | $6,673-91.9% | $3,703-85.3% |