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 | $51,736+67.5% | $120,225-27.9% | $67,986+27.4% |
| Participation rate | 28.5% | 46.1%-17.6pp | 69.6%-41.1pp | 57.2%-28.7pp |
| Annual return | 11.03% | 31.98%-20.9pp | 439.23%-428.2pp | 31.67%-20.6pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,742 | $2,206+24.3% | $3,999-31.4% | $3,358-18.4% |
| Admin fee / account holder | $544 | $4,159-86.9% | $5,696-90.5% | $3,203-83.0% |