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 | $46,464+175.1% | $150,298-15.0% | $79,634+60.5% |
| Participation rate | 98.7% | 57.0%+41.7pp | 77.8%+20.9pp | 62.5%+36.2pp |
| Annual return | 18.08% | 27.89%-9.8pp | 62.79%-44.7pp | 36.46%-18.4pp |
| Employer contribution / active EE | $7,096 | $1,512+369.4% | $4,154+70.8% | $2,529+180.6% |
| Participant deferral / active EE | $6,712 | $2,157+211.2% | $5,453+23.1% | $3,835+75.0% |
| Admin fee / account holder | $179 | $891-79.9% | $14,116-98.7% | $1,002-82.1% |