Filed March 22, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $269,367 |
DEMARCHE ASSOCIATES, INC.7 years Service code 28 · EIN 43-1493130 | Investment Management | $15,500 |
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 | $106,192 | $53,204+99.6% | $155,556-31.7% | $200,096-46.9% |
| Participation rate | 88.9% | 64.1%+24.8pp | 78.2%+10.7pp | 72.0%+16.9pp |
| Annual return | 13.17% | 41.02%-27.9pp | 64.84%-51.7pp | 34.26%-21.1pp |
| Employer contribution / active EE | $4,667 | $1,850+152.2% | $4,675-0.2% | $3,038+53.6% |
| Participant deferral / active EE | $5,028 | $3,163+58.9% | $5,631-10.7% | $5,090-1.2% |
| Admin fee / account holder | $40 | $186-78.4% | $15,885-99.7% | $269-85.1% |