Filed October 17, 2014 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,802 |
CHERRY BEKAERT LLP3 years Filed as: CHERRY BEKAERT LLC Service code 10 · EIN 56-0574444 | Accounting | $12,500 |
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 | $96,770 | $84,948+13.9% | $70,476+37.3% | $73,412+31.8% |
| Participation rate | 99.8% | 79.9%+19.8pp | 75.1%+24.7pp | 72.2%+27.6pp |
| Annual return | 11.73% | 13.39%-1.7pp | 109.12%-97.4pp | 59.30%-47.6pp |
| Employer contribution / active EE | $3,959 | $2,834+39.7% | $2,738+44.6% | $2,234+77.2% |
| Participant deferral / active EE | $3,491 | $3,387+3.1% | $3,710-5.9% | $3,806-8.3% |
| Admin fee / account holder | $33 | $98-66.1% | $3,847-99.1% | $158-78.9% |