Filed December 15, 2014 (most recent of 2 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 |
|---|---|---|
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $27,600 |
CAMMACK LARHETTE ADVISORS2+ years Service code 28 · EIN 20-4668732 | Investment Management | $14,903 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $15 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,531 | $89,117-69.1% | $57,196-51.9% | $329,111-91.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.3%+24.7pp | 67.9%+32.1pp |
| Annual return | 12.31% | 7.87%+4.4pp | 14.59%-2.3pp | 16.35%-4.0pp |
| Employer contribution / active EE | $0 | $4,034-100.0% | $2,683-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $1,337 | $3,328-59.8% | $3,096-56.8% | $3,682-63.7% |
| Admin fee / account holder | $3 | $21-87.4% | $3,141-99.9% | $754-99.6% |