Filed January 11, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LAKE FOREST COLLEGE2 years Service code 27 · EIN 36-2167770 | Advisory (Plan) | $37,500 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,772 | $94,833+82.2% | $75,714+128.2% | $86,821+99.0% |
| Participation rate | 80.1% | 79.1%+1.0pp | 74.8%+5.3pp | 72.3%+7.8pp |
| Annual return | 13.68% | 16.91%-3.2pp | 104.62%-90.9pp | 97.94%-84.3pp |
| Employer contribution / active EE | $3,531 | $2,904+21.6% | $2,744+28.7% | $2,406+46.8% |
| Participant deferral / active EE | $3,544 | $3,632-2.4% | $3,820-7.2% | $4,132-14.2% |
| Admin fee / account holder | $45 | $109-58.1% | $3,619-98.7% | $170-73.2% |