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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,431 | $91,762+66.1% | $67,502+125.8% | $77,643+96.3% |
| Participation rate | 95.4% | 75.9%+19.5pp | 72.9%+22.5pp | 70.6%+24.8pp |
| Annual return | 10.98% | 14.87%-3.9pp | 3512.12%-3501.1pp | 31.24%-20.3pp |
| Employer contribution / active EE | $5,071 | $3,181+59.4% | $2,731+85.7% | $2,726+86.1% |
| Participant deferral / active EE | $5,091 | $3,903+30.4% | $4,000+27.3% | $4,647+9.6% |
| Admin fee / account holder | $260 | $176+47.9% | $3,998-93.5% | $430-39.5% |