Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-0058143 | Investment Management | $18,438 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,761 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,181 | $74,552-26.0% | $63,018-12.4% | $69,631-20.8% |
| Participation rate | 97.5% | 78.3%+19.2pp | 74.8%+22.7pp | 70.7%+26.8pp |
| Annual return | 11.58% | 15.77%-4.2pp | 87.62%-76.0pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $4,654 | $2,929+58.9% | $2,761+68.6% | $2,032+129.0% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,330-100.0% | $3,224-100.0% |
| Admin fee / account holder | $26 | $59-55.5% | $3,601-99.3% | $110-76.1% |