Filed January 11, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LAKE FOREST COLLEGE1 year Service code 27 · EIN 36-2167770 | Advisory (Plan) | $37,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $225 |
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 | $155,823 | $84,948+83.4% | $70,494+121.0% | $73,412+112.3% |
| Participation rate | 85.6% | 79.9%+5.7pp | 75.1%+10.6pp | 72.2%+13.5pp |
| Annual return | 12.44% | 13.39%-0.9pp | 109.16%-96.7pp | 59.30%-46.9pp |
| Employer contribution / active EE | $3,447 | $2,834+21.6% | $2,738+25.9% | $2,234+54.3% |
| Participant deferral / active EE | $3,143 | $3,387-7.2% | $3,711-15.3% | $3,806-17.4% |
| Admin fee / account holder | $44 | $98-54.8% | $3,848-98.8% | $158-71.9% |