Filed August 9, 2016
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 |
|---|---|---|
TIAA8 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Account maintenance fees; Direct paym... | $40,810 |
PLANTE & MORAN, PLLC8 years Service code 10 · EIN 33-1498605 | Accounting | $20,500 |
GREYSTONE CONSULTING1 year Filed as: GREYSTONE FINANCIAL GROUP Service code 28 · EIN 47-5308851 | Investment Management | $15,000 |
Employer contribution per participant 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 | $143,707 | $91,710+56.7% | $67,560+112.7% | $77,762+84.8% |
| Participation rate | 92.7% | 76.0%+16.7pp | 72.9%+19.8pp | 70.6%+22.1pp |
| Annual return | 12.65% | 14.88%-2.2pp | 3533.50%-3520.9pp | 31.27%-18.6pp |
| Employer contribution / active EE | $792 | $3,187-75.1% | $2,737-71.1% | $2,728-71.0% |
| Participant deferral / active EE | $4,755 | $3,911+21.6% | $4,004+18.8% | $4,651+2.2% |
| Admin fee / account holder | $110 | $245-55.1% | $3,994-97.2% | $433-74.6% |