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 | $95,255-76.7% | $63,803-65.2% | $100,573-77.9% |
| Participation rate | 96.4% | 69.8%+26.6pp | 72.7%+23.6pp | 70.9%+25.4pp |
| Annual return | 13.21% | 15.13%-1.9pp | 543.72%-530.5pp | 18.89%-5.7pp |
| Employer contribution / active EE | $1,417 | $3,105-54.4% | $2,532-44.0% | $3,763-62.3% |
| Participant deferral / active EE | $2,836 | $3,889-27.1% | $3,843-26.2% | $4,921-42.4% |
| Admin fee / account holder | $202 | $139+45.6% | $5,196-96.1% | $454-55.5% |