Filed March 22, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $248,264 |
DEMARCHE ASSOCIATES, INC.5 years Service code 28 · EIN 43-1493130 | Investment Management | $64,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,026 | $45,000+122.3% | $143,801-30.4% | $77,906+28.4% |
| Participation rate | 85.5% | 66.8%+18.7pp | 80.3%+5.2pp | 73.7%+11.8pp |
| Annual return | -10.65% | 29.03%-39.7pp | -0.04%-10.6pp | 12.16%-22.8pp |
| Employer contribution / active EE | $3,698 | $1,870+97.8% | $4,952-25.3% | $2,846+29.9% |
| Participant deferral / active EE | $4,699 | $3,157+48.9% | $5,639-16.7% | $4,805-2.2% |
| Admin fee / account holder | $99 | $98+0.2% | $14,680-99.3% | $133-25.6% |