Filed July 9, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 65 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Account Maintenance | $87,637 |
CAMMACK LARHETTE ADVISORS6+ years Service code 27 · EIN 20-4668732 40 WALL ST FL 56TH · NEW YORK, NY 100051304 | Advisory (Plan) | $54,122 |
MP P.C.3 years Service code 10 · EIN 04-3191789 ONE MONARCH PLACE SUITE 900 · SPRINGFIELD, MA 011444006 | Accounting | $24,370 |
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 | $161,018 | $84,948+89.5% | $70,492+128.4% | $73,415+119.3% |
| Participation rate | 98.1% | 79.9%+18.2pp | 75.1%+23.1pp | 72.2%+25.9pp |
| Annual return | 12.42% | 13.39%-1.0pp | 109.16%-96.7pp | 59.30%-46.9pp |
| Employer contribution / active EE | $5,127 | $2,834+80.9% | $2,738+87.2% | $2,234+129.5% |
| Participant deferral / active EE | $4,890 | $3,387+44.4% | $3,711+31.8% | $3,806+28.5% |
| Admin fee / account holder | $98 | $980% | $3,848-97.5% | $158-37.9% |