Filed April 1, 2016
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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 14 · EIN 13-1624203 | Plan Administrator | $31,725 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $27,523 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $8,925 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,937 | $69,774-27.0% | $67,575-24.6% | $74,459-31.6% |
| Participation rate | 98.0% | 71.4%+26.7pp | 72.9%+25.1pp | 67.2%+30.8pp |
| Annual return | 12.06% | -40.53%+52.6pp | 3528.98%-3516.9pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $1,225 | $2,710-54.8% | $2,736-55.2% | $2,626-53.3% |
| Participant deferral / active EE | $3,169 | $3,636-12.8% | $4,003-20.8% | $4,350-27.1% |
| Admin fee / account holder | $101 | $890-88.7% | $3,993-97.5% | $1,945-94.8% |