Filed March 22, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $234,991 |
DEMARCHE ASSOCIATES, INC.4 years Service code 28 · EIN 43-1493130 | Investment Management | $66,000 |
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 | $112,012 | $67,512+65.9% | $185,854-39.7% | $93,010+20.4% |
| Participation rate | 87.3% | 67.1%+20.1pp | 81.7%+5.6pp | 73.9%+13.4pp |
| Annual return | 13.00% | 21.04%-8.0pp | 122.12%-109.1pp | 158.70%-145.7pp |
| Employer contribution / active EE | $4,542 | $1,783+154.7% | $5,169-12.1% | $2,705+67.9% |
| Participant deferral / active EE | $4,319 | $3,035+42.3% | $5,569-22.4% | $4,561-5.3% |
| Admin fee / account holder | $54 | $318-82.9% | $16,246-99.7% | $152-64.3% |