Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $165,869 |
TAG RESOURCES, LLC5+ years Service code 15 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Recordkeeping | $126,301 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 6050 OAK TREE BLVD · CLEVELAND, OH 441316951 | Investment Management | $23,388 |
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 | $18,943 | $113,568-83.3% | $67,560-72.0% | $200,096-90.5% |
| Participation rate | 96.9% | 73.3%+23.5pp | 72.9%+23.9pp | 72.0%+24.8pp |
| Annual return | 15.92% | 15.88%0pp | 3533.50%-3517.6pp | 34.26%-18.3pp |
| Employer contribution / active EE | $1,390 | $3,409-59.2% | $2,737-49.2% | $3,038-54.3% |
| Participant deferral / active EE | $2,974 | $4,163-28.6% | $4,004-25.7% | $5,090-41.6% |
| Admin fee / account holder | $195 | $102+90.9% | $3,994-95.1% | $269-27.4% |