Filed May 2, 2016
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $40,498 |
Filed as: CONCURRENT INVESTMENT ADVISORS,LLC Service code 27 · EIN 92-1819393 | Advisory (Plan) | $20,000 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $9,686 |
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 | $107,697 | $65,072+65.5% | $66,439+62.1% | $65,306+64.9% |
| Participation rate | 96.0% | 69.1%+27.0pp | 74.5%+21.5pp | 57.7%+38.4pp |
| Annual return | 11.64% | 21.50%-9.9pp | 757.66%-746.0pp | 21.94%-10.3pp |
| Employer contribution / active EE | $4,675 | $2,475+88.9% | $2,637+77.3% | $1,967+137.7% |
| Participant deferral / active EE | $9,775 | $3,234+202.2% | $3,876+152.2% | $2,959+230.3% |
| Admin fee / account holder | $255 | $1,323-80.7% | $6,173-95.9% | $3,480-92.7% |