Filed October 5, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,786 |
Service code 28 · EIN 27-3055170 | Investment Management | $27,493 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,538 | $46,173+3.0% | $170,442-72.1% | $69,631-31.7% |
| Participation rate | 81.3% | 63.9%+17.4pp | 83.6%-2.3pp | 70.7%+10.7pp |
| Annual return | 16.56% | 21.62%-5.1pp | 205.93%-189.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,184 | $1,610-26.5% | $5,433-78.2% | $2,032-41.8% |
| Participant deferral / active EE | $3,843 | $2,080+84.7% | $4,939-22.2% | $3,224+19.2% |
| Admin fee / account holder | $232 | $116+100.1% | $13,880-98.3% | $110+110.1% |