Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $176,735 |
TAG RESOURCES, LLC6+ years Service code 15 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Recordkeeping | $140,454 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Investment Management | $41,933 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,225 | $82,411-73.0% | $67,681-67.2% | $89,670-75.2% |
| Participation rate | 96.4% | 71.3%+25.0pp | 73.7%+22.6pp | 71.2%+25.2pp |
| Annual return | 13.21% | 13.69%-0.5pp | 590.58%-577.4pp | 19.66%-6.4pp |
| Employer contribution / active EE | $1,417 | $2,761-48.7% | $2,678-47.1% | $4,041-64.9% |
| Participant deferral / active EE | $2,836 | $3,090-8.2% | $3,976-28.7% | $3,962-28.4% |
| Admin fee / account holder | $202 | $139+45.4% | $6,100-96.7% | $352-42.5% |