Filed March 22, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $194,791 |
DEMARCHE ASSOCIATES, INC.3 years Service code 28 · EIN 43-1493130 | Investment Management | $74,000 |
NIXON PEABODY LLP3 years Service code 29 · EIN 16-0764720 | Legal | $58,242 |
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 | $115,960 | $56,095+106.7% | $178,510-35.0% | $90,274+28.5% |
| Participation rate | 89.7% | 65.6%+24.1pp | 81.9%+7.8pp | 73.4%+16.3pp |
| Annual return | 12.50% | 28.81%-16.3pp | 151.13%-138.6pp | 53.97%-41.5pp |
| Employer contribution / active EE | $3,680 | $1,572+134.1% | $5,011-26.6% | $2,523+45.9% |
| Participant deferral / active EE | $3,488 | $2,669+30.7% | $5,202-33.0% | $4,231-17.6% |
| Admin fee / account holder | $150 | $101+48.6% | $13,988-98.9% | $114+31.2% |