Filed October 17, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,615 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT LLC Service code 28 · EIN 56-0574444 | Investment Management | $12,000 |
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 | $85,918 | $70,083+22.6% | $59,899+43.4% | $55,725+54.2% |
| Participation rate | 99.5% | 78.4%+21.2pp | 74.7%+24.8pp | 70.9%+28.7pp |
| Annual return | -1.84% | 3.13%-5.0pp | 3.46%-5.3pp | 244.93%-246.8pp |
| Employer contribution / active EE | $3,973 | $2,878+38.0% | $2,723+45.9% | $2,078+91.2% |
| Participant deferral / active EE | $2,305 | $3,079-25.1% | $3,402-32.3% | $3,356-31.3% |
| Admin fee / account holder | $39 | $70-45.1% | $3,592-98.9% | $115-66.5% |