Filed June 30, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA CREF Service code 28 · EIN 13-1624203 | Investment Management | $62,716 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $45,810 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $25,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,431 | $91,710+66.2% | $67,560+125.6% | $77,762+96.0% |
| Participation rate | 95.4% | 76.0%+19.4pp | 72.9%+22.5pp | 70.6%+24.8pp |
| Annual return | 10.98% | 14.88%-3.9pp | 3533.50%-3522.5pp | 31.27%-20.3pp |
| Employer contribution / active EE | $5,071 | $3,187+59.1% | $2,737+85.3% | $2,728+85.9% |
| Participant deferral / active EE | $5,091 | $3,911+30.2% | $4,004+27.1% | $4,651+9.5% |
| Admin fee / account holder | $260 | $245+6.3% | $3,994-93.5% | $433-39.9% |