Filed February 24, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-8874282 | Investment Management | $7,750 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,726 | $52,188+66.2% | $86,656+0.1% | $74,473+16.5% |
| Participation rate | 98.9% | 66.3%+32.6pp | 71.7%+27.2pp | 70.7%+28.1pp |
| Annual return | 11.71% | 44.46%-32.7pp | 593.09%-581.4pp | 34.36%-22.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,025-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $6,058 | $3,383+79.1% | $4,439+36.5% | $4,530+33.7% |
| Admin fee / account holder | $30 | $319-90.6% | $5,619-99.5% | $347-91.4% |