Filed November 3, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA - CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $143,715 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 16 · EIN 59-1237041 | Consulting | $99,853 |
PLANTE & MORAN, PLLC7 years Service code 10 · EIN 33-1498605 | Accounting | $10,700 |
THE VANGUARD GROUP, INC.9 years Service code 50 · EIN 23-1945930 | Direct Payment | $420 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 50 · EIN 04-2647786 | Direct Payment | $96 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,734 | $113,568+23.9% | $67,575+108.3% | $199,960-29.6% |
| Participation rate | 69.8% | 73.3%-3.6pp | 72.9%-3.1pp | 72.0%-2.2pp |
| Annual return | 12.55% | 15.88%-3.3pp | 3528.98%-3516.4pp | 34.28%-21.7pp |
| Employer contribution / active EE | $2,992 | $3,409-12.2% | $2,736+9.4% | $3,036-1.4% |
| Participant deferral / active EE | $3,158 | $4,163-24.1% | $4,003-21.1% | $5,087-37.9% |
| Admin fee / account holder | $153 | $102+49.3% | $3,993-96.2% | $269-43.2% |