Filed March 17, 2017 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $21,600 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $18 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,320 | $68,408+4.3% | $57,196+24.7% | $57,661+23.7% |
| Participation rate | 89.5% | 79.1%+10.4pp | 75.3%+14.2pp | 70.2%+19.3pp |
| Annual return | 11.88% | 8.51%+3.4pp | 14.59%-2.7pp | 5.13%+6.7pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,812 | $2,903+65.7% | $3,096+55.4% | $3,061+57.2% |
| Admin fee / account holder | $36 | $70-48.9% | $3,141-98.9% | $95-62.4% |