Filed April 3, 2025 (most recent of 2 filings on file)
Total covered: 1,200 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA- TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $35,163 |
CITRIN COOPERMAN3 years Filed as: CITRIN COOPERMAN & CO. LLP Service code 10 · EIN 22-2428965 | Accounting | $34,375 |
ALIGHT SOLUTIONS LLC1 year Service code 22 · EIN 82-1061233 | Insurance Broker | $5,700 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $0 |
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 | $83,286 | $97,136-14.3% | $59,899+39.0% | $73,367+13.5% |
| Participation rate | 99.8% | 65.8%+34.0pp | 74.7%+25.1pp | 69.5%+30.3pp |
| Annual return | -3.14% | -2.56%-0.6pp | 3.46%-6.6pp | 173.45%-176.6pp |
| Employer contribution / active EE | $3,387 | $4,492-24.6% | $2,723+24.4% | $2,499+35.5% |
| Participant deferral / active EE | $4,029 | $4,036-0.2% | $3,403+18.4% | $4,033-0.1% |
| Admin fee / account holder | $103 | $31+237.6% | $3,592-97.1% | $68+51.3% |