Filed March 22, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $197,522 |
DEMARCHE ASSOCIATES, INC.2 years Service code 28 · EIN 43-1493130 | Investment Management | $62,000 |
Filed as: FIDELITY INVESTMENTS INST. OP. CO, Service code 28 · EIN 04-3532603 | Investment Management | $7,750 |
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 | $105,384 | $47,456+122.1% | $172,757-39.0% | $77,775+35.5% |
| Participation rate | 89.2% | 66.3%+22.9pp | 82.6%+6.6pp | 73.2%+16.0pp |
| Annual return | 18.17% | 35.57%-17.4pp | 803.06%-784.9pp | 32.58%-14.4pp |
| Employer contribution / active EE | $3,633 | $1,574+130.8% | $5,144-29.4% | $2,504+45.1% |
| Participant deferral / active EE | $3,139 | $2,560+22.6% | $5,198-39.6% | $3,966-20.8% |
| Admin fee / account holder | $88 | $81+8.3% | $13,956-99.4% | $100-12.5% |