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 | $58,408+48.3% | $180,320-51.9% | $69,733+24.3% |
| Participation rate | 28.5% | 54.2%-25.7pp | 71.5%-43.1pp | 62.5%-34.0pp |
| Annual return | 11.03% | 15.02%-4.0pp | 778.54%-767.5pp | 15.22%-4.2pp |
| Employer contribution / active EE | $0 | $1,159-100.0% | $4,108-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $2,742 | $2,723+0.7% | $4,304-36.3% | $3,054-10.2% |
| Admin fee / account holder | $544 | $4,205-87.1% | $10,000-94.6% | $3,102-82.5% |