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 | $64,705+66.4% | $62,929+71.1% | $67,986+58.4% |
| Participation rate | 96.0% | 65.6%+30.4pp | 73.1%+22.9pp | 57.2%+38.8pp |
| Annual return | 11.64% | 20.31%-8.7pp | 1063.93%-1052.3pp | 31.67%-20.0pp |
| Employer contribution / active EE | $4,675 | $2,376+96.8% | $2,505+86.7% | $2,019+131.6% |
| Participant deferral / active EE | $9,775 | $3,198+205.7% | $3,888+151.4% | $3,358+191.1% |
| Admin fee / account holder | $255 | $1,428-82.1% | $5,065-95.0% | $3,203-92.0% |