Filed October 17, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,584 |
KUTAK ROCK LLP1 year Service code 29 · EIN 47-0597598 | Legal | $22,124 |
CHERRY BEKAERT LLP7 years Filed as: CHERRY BEKAERT LLC Service code 10 · EIN 56-0574444 | Accounting | $15,435 |
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 | $114,149 | $91,621+24.6% | $67,511+69.1% | $77,671+47.0% |
| Participation rate | 90.9% | 76.0%+14.9pp | 72.9%+18.0pp | 70.6%+20.3pp |
| Annual return | 10.34% | 14.87%-4.5pp | 3517.41%-3507.1pp | 31.21%-20.9pp |
| Employer contribution / active EE | $3,807 | $3,184+19.6% | $2,733+39.3% | $2,726+39.6% |
| Participant deferral / active EE | $3,717 | $3,906-4.8% | $4,000-7.1% | $4,648-20.0% |
| Admin fee / account holder | $64 | $176-63.9% | $3,999-98.4% | $430-85.2% |