Filed March 22, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $240,359 |
DEMARCHE ASSOCIATES, INC.6 years Service code 28 · EIN 43-1493130 | Investment Management | $62,000 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK CPAS, P.C. Service code 10 · EIN 45-4051133 | Accounting | $58,129 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,763 | $50,169+114.8% | $149,740-28.0% | $80,187+34.4% |
| Participation rate | 86.9% | 64.3%+22.7pp | 78.8%+8.2pp | 72.9%+14.0pp |
| Annual return | 14.97% | 29.82%-14.9pp | 134.51%-119.5pp | 40.40%-25.4pp |
| Employer contribution / active EE | $3,857 | $1,869+106.3% | $4,821-20.0% | $2,980+29.4% |
| Participant deferral / active EE | $4,530 | $3,194+41.8% | $5,683-20.3% | $5,016-9.7% |
| Admin fee / account holder | $90 | $153-41.1% | $13,222-99.3% | $145-38.0% |