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 | $85,660-74.1% | $77,361-71.3% | $85,660-74.1% |
| Participation rate | 96.4% | 74.8%+21.5pp | 75.0%+21.4pp | 74.8%+21.5pp |
| Annual return | 13.21% | 19.52%-6.3pp | 1011.54%-998.3pp | 19.52%-6.3pp |
| Employer contribution / active EE | $1,417 | $4,199-66.2% | $2,990-52.6% | $4,199-66.2% |
| Participant deferral / active EE | $2,836 | $3,518-19.4% | $3,911-27.5% | $3,518-19.4% |
| Admin fee / account holder | $202 | $224-9.7% | $5,894-96.6% | $224-9.7% |