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 | $54,117+60.1% | $135,768-36.2% | $65,306+32.7% |
| Participation rate | 28.5% | 48.7%-20.2pp | 71.1%-42.6pp | 57.7%-29.2pp |
| Annual return | 11.03% | 21.76%-10.7pp | 526.10%-515.1pp | 21.94%-10.9pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $3,394-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,742 | $2,395+14.5% | $3,977-31.1% | $2,959-7.4% |
| Admin fee / account holder | $544 | $4,541-88.0% | $7,048-92.3% | $3,480-84.4% |