Filed October 17, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,861 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $20,000 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT LLC Service code 10 · EIN 56-0574444 | Accounting | $12,250 |
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 | $91,494 | $95,542-4.2% | $69,464+31.7% | $67,579+35.4% |
| Participation rate | 99.8% | 79.4%+20.4pp | 74.6%+25.1pp | 71.3%+28.5pp |
| Annual return | 16.03% | 17.67%-1.6pp | 28.98%-12.9pp | 378.56%-362.5pp |
| Employer contribution / active EE | $4,022 | $2,989+34.6% | $2,779+44.7% | $2,148+87.3% |
| Participant deferral / active EE | $2,436 | $3,263-25.4% | $3,536-31.1% | $3,539-31.2% |
| Admin fee / account holder | $58 | $90-35.8% | $3,840-98.5% | $142-59.5% |