Filed December 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 50 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Direct Payment | $23,773 |
Service code 50 · EIN 03-0215988 PO BOX 820 · BRATTLEBORO, VT 053020820 | Direct Payment | $22,471 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,557 | $60,795+16.1% | $69,455+1.6% | $65,185+8.2% |
| Participation rate | 81.3% | 74.9%+6.5pp | 74.6%+6.7pp | 70.2%+11.1pp |
| Annual return | 18.17% | 17.46%+0.7pp | 28.97%-10.8pp | 29.38%-11.2pp |
| Employer contribution / active EE | $4,384 | $2,452+78.8% | $2,779+57.8% | $2,177+101.4% |
| Participant deferral / active EE | $3,415 | $3,162+8.0% | $3,535-3.4% | $3,514-2.8% |
| Admin fee / account holder | $136 | $314-56.6% | $3,839-96.5% | $847-83.9% |