Filed August 11, 2023
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $98,437 |
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $60,065 |
CAMMACK LARHETTE ADVISORS6+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $27,046 |
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 | $194,107 | $105,581+83.8% | $70,492+175.4% | $90,274+115.0% |
| Participation rate | 80.6% | 77.5%+3.1pp | 75.1%+5.6pp | 73.4%+7.3pp |
| Annual return | 14.24% | 14.78%-0.5pp | 109.16%-94.9pp | 53.97%-39.7pp |
| Employer contribution / active EE | $4,835 | $3,304+46.4% | $2,738+76.6% | $2,523+91.6% |
| Participant deferral / active EE | $5,484 | $3,813+43.8% | $3,711+47.8% | $4,231+29.6% |
| Admin fee / account holder | $103 | $68+52.7% | $3,848-97.3% | $114-9.6% |