Filed March 15, 2018
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON STERLING, INC.1 year Filed as: JOHNSON STERLING, INC Service code 28 · EIN 63-0970725 | Investment Management | $51,858 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $35,266 |
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 | $95,810 | $52,293+83.2% | $178,498-46.3% | $73,412+30.5% |
| Participation rate | 98.7% | 65.3%+33.4pp | 81.9%+16.8pp | 72.2%+26.5pp |
| Annual return | 18.87% | 34.75%-15.9pp | 151.09%-132.2pp | 59.30%-40.4pp |
| Employer contribution / active EE | $6,127 | $1,735+253.1% | $5,011+22.3% | $2,234+174.3% |
| Participant deferral / active EE | $6,447 | $2,332+176.4% | $5,202+23.9% | $3,806+69.4% |
| Admin fee / account holder | $139 | $127+9.3% | $13,985-99.0% | $158-11.9% |