Filed October 17, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,790 |
CHERRY BEKAERT LLP5 years Filed as: CHERRY BEKAERT LLC Service code 10 · EIN 56-0574444 | Accounting | $13,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,394 | $79,124+26.9% | $60,899+64.9% | $64,814+54.9% |
| Participation rate | 99.5% | 77.7%+21.8pp | 73.1%+26.4pp | 71.5%+28.0pp |
| Annual return | -9.45% | -7.13%-2.3pp | 16.92%-26.4pp | 32.84%-42.3pp |
| Employer contribution / active EE | $4,187 | $3,050+37.3% | $2,702+54.9% | $2,507+67.0% |
| Participant deferral / active EE | $3,905 | $3,725+4.8% | $3,817+2.3% | $4,310-9.4% |
| Admin fee / account holder | $40 | $106-61.8% | $3,225-98.7% | $188-78.5% |