Filed March 15, 2018
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON STERLING, INC.6 years Filed as: JOHNSON STERLING, INC Service code 27 · EIN 63-0970725 | Advisory (Plan) | $96,399 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $75,209 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,827 | $42,909+197.9% | $152,093-16.0% | $71,012+80.0% |
| Participation rate | 98.7% | 54.7%+44.0pp | 77.8%+20.9pp | 58.6%+40.1pp |
| Annual return | 18.08% | 30.57%-12.5pp | 66.36%-48.3pp | 37.67%-19.6pp |
| Employer contribution / active EE | $7,096 | $1,369+418.4% | $4,175+70.0% | $2,348+202.2% |
| Participant deferral / active EE | $6,712 | $1,904+252.5% | $5,451+23.1% | $3,246+106.8% |
| Admin fee / account holder | $179 | $1,014-82.3% | $14,497-98.8% | $1,167-84.6% |