Filed July 9, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 65 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Account Maintenance | $89,069 |
CAMMACK LARHETTE ADVISORS7+ years Service code 27 · EIN 13-3052851 40 WALL ST FL 56TH · NEW YORK, NY 100051304 | Advisory (Plan) | $13,801 |
MP P.C.4 years Service code 10 · EIN 04-3191789 ONE MONARCH PLACE SUITE 900 · SPRINGFIELD, MA 011444006 | Accounting | $12,870 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $177,467 | $94,836+87.1% | $75,728+134.3% | $86,828+104.4% |
| Participation rate | 96.6% | 79.1%+17.5pp | 74.8%+21.8pp | 72.3%+24.3pp |
| Annual return | 11.88% | 16.90%-5.0pp | 104.66%-92.8pp | 97.95%-86.1pp |
| Employer contribution / active EE | $3,717 | $2,908+27.8% | $2,743+35.5% | $2,406+54.5% |
| Participant deferral / active EE | $5,430 | $3,632+49.5% | $3,820+42.1% | $4,132+31.4% |
| Admin fee / account holder | $93 | $108-13.9% | $3,620-97.4% | $170-45.0% |