Filed November 6, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,183 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 28 · EIN 92-1819393 | Investment Management | $35,000 |
Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 | Accounting | $13,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,552 | $84,045+70.8% | $77,361+85.6% | $69,255+107.3% |
| Participation rate | 28.1% | 71.8%-43.7pp | 75.0%-46.9pp | 69.0%-41.0pp |
| Annual return | 10.83% | 12.46%-1.6pp | 1011.54%-1000.7pp | 26.73%-15.9pp |
| Employer contribution / active EE | $792 | $2,954-73.2% | $2,990-73.5% | $2,645-70.0% |
| Participant deferral / active EE | $3,063 | $3,349-8.5% | $3,911-21.7% | $2,890+6.0% |
| Admin fee / account holder | $347 | $239+45.2% | $5,894-94.1% | $733-52.7% |