Filed March 15, 2018
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON STERLING, INC.5 years Filed as: JOHNSON STERLING, INC Service code 27 · EIN 63-0970725 | Advisory (Plan) | $86,520 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $55,159 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,266 | $50,902+120.6% | $155,534-27.8% | $77,736+44.4% |
| Participation rate | 97.9% | 63.1%+34.8pp | 78.2%+19.6pp | 70.6%+27.3pp |
| Annual return | 14.02% | 34.85%-20.8pp | 64.92%-50.9pp | 31.26%-17.2pp |
| Employer contribution / active EE | $6,800 | $1,991+241.5% | $4,675+45.5% | $2,728+149.3% |
| Participant deferral / active EE | $6,367 | $2,824+125.4% | $5,630+13.1% | $4,651+36.9% |
| Admin fee / account holder | $161 | $437-63.2% | $15,900-99.0% | $433-62.8% |