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 |
|---|---|---|
CHERRY BEKAERT LLP6 years Filed as: CHERRY BEKAERT LLC Service code 10 · EIN 56-0574444 | Accounting | $14,000 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $983 |
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 | $107,164 | $83,884+27.8% | $64,101+67.2% | $74,460+43.9% |
| Participation rate | 85.5% | 76.6%+8.9pp | 72.3%+13.2pp | 70.7%+14.7pp |
| Annual return | 12.24% | 16.57%-4.3pp | 33.72%-21.5pp | 34.38%-22.1pp |
| Employer contribution / active EE | $3,167 | $3,084+2.7% | $2,749+15.2% | $2,638+20.0% |
| Participant deferral / active EE | $3,078 | $3,692-16.6% | $3,881-20.7% | $4,530-32.1% |
| Admin fee / account holder | $14 | $196-92.6% | $3,070-99.5% | $348-95.8% |