Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT PLANOLOGY INC1 year Filed as: RETIREMENT PLANOLOGY, INC. Service code 27 · EIN 46-5341130 | Advisory (Plan) | $31,758 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,411 |
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 | $101,682 | $69,774+45.7% | $67,561+50.5% | $74,429+36.6% |
| Participation rate | 98.6% | 71.4%+27.2pp | 72.9%+25.7pp | 67.2%+31.4pp |
| Annual return | 14.40% | -40.53%+54.9pp | 3525.44%-3511.0pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $6,761 | $2,710+149.4% | $2,735+147.2% | $2,625+157.6% |
| Participant deferral / active EE | $7,522 | $3,636+106.9% | $4,003+87.9% | $4,348+73.0% |
| Admin fee / account holder | $151 | $890-83.0% | $4,006-96.2% | $1,944-92.2% |