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 | $65,084+65.5% | $67,681+59.1% | $64,340+67.4% |
| Participation rate | 96.0% | 66.7%+29.3pp | 73.7%+22.3pp | 55.2%+40.8pp |
| Annual return | 11.64% | 20.50%-8.9pp | 590.58%-578.9pp | 24.14%-12.5pp |
| Employer contribution / active EE | $4,675 | $2,398+94.9% | $2,678+74.6% | $1,862+151.1% |
| Participant deferral / active EE | $9,775 | $3,210+204.5% | $3,976+145.9% | $2,980+228.0% |
| Admin fee / account holder | $255 | $1,415-82.0% | $6,100-95.8% | $3,703-93.1% |