Filed November 20, 2015
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,188 |
THREE BELL CAPITAL LLC1 year Filed as: THREE BELL CAPITAL, LLC Service code 26 · EIN 45-3567626 4 MAIN STREET · LOS ALTOS, CA 940222998 | Advisory (Participants) | $5,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,111 | $60,989+18.2% | $60,919+18.4% | $66,949+7.7% |
| Participation rate | 99.2% | 74.5%+24.7pp | 73.1%+26.0pp | 69.8%+29.3pp |
| Annual return | -15.11% | -9.60%-5.5pp | 16.96%-32.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $5,698 | $2,661+114.2% | $2,704+110.8% | $2,545+123.9% |
| Participant deferral / active EE | $6,321 | $3,615+74.9% | $3,814+65.7% | $4,239+49.1% |
| Admin fee / account holder | $41 | $338-88.0% | $3,228-98.7% | $594-93.2% |