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 | $22,368 |
TIAA7 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $8,759 |
Service code 28 · EIN 04-2647786 | Investment Management | $153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,540 | $52,450+47.8% | $129,384-40.1% | $74,459+4.1% |
| Participation rate | 30.1% | 53.8%-23.7pp | 69.6%-39.5pp | 67.2%-37.1pp |
| Annual return | 14.69% | 15.65%-1.0pp | 9461.77%-9447.1pp | 1369.70%-1355.0pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,661 | $2,797-4.9% | $4,166-36.1% | $4,350-38.8% |
| Admin fee / account holder | $259 | $2,636-90.2% | $7,686-96.6% | $1,945-86.7% |