Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $129,746 |
TAG RESOURCES, LLC3+ years Service code 15 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Recordkeeping | $94,234 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Investment Management | $6,243 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,240 | $98,780-88.6% | $60,919-81.5% | $77,906-85.6% |
| Participation rate | 98.6% | 76.7%+21.9pp | 73.1%+25.5pp | 73.7%+24.9pp |
| Annual return | -20.66% | -11.56%-9.1pp | 16.98%-37.6pp | 12.16%-32.8pp |
| Employer contribution / active EE | $1,472 | $3,605-59.2% | $2,704-45.6% | $2,846-48.3% |
| Participant deferral / active EE | $3,036 | $4,200-27.7% | $3,814-20.4% | $4,805-36.8% |
| Admin fee / account holder | $193 | $89+118.1% | $3,226-94.0% | $133+45.8% |