Filed January 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FOREST CAPITAL MANAGEMENT Service code 28 · EIN 46-5576228 | Investment Management | $18,691 |
TIAA6 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $7,256 |
Service code 28 · EIN 04-2647786 | Investment Management | $252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,679 | $48,432+39.7% | $121,210-44.2% | $71,529-5.4% |
| Participation rate | 23.7% | 54.3%-30.6pp | 69.5%-45.8pp | 67.9%-44.2pp |
| Annual return | 12.48% | 23.28%-10.8pp | 987.41%-974.9pp | 28.97%-16.5pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,171-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,745 | $2,756-36.7% | $4,084-57.3% | $4,291-59.3% |
| Admin fee / account holder | $220 | $1,845-88.1% | $5,647-96.1% | $1,588-86.1% |