Filed January 11, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LAKE FOREST COLLEGE4 years Service code 28 · EIN 36-2167770 | Investment Management | $28,126 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,225 |
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 | $159,121 | $83,884+89.7% | $64,101+148.2% | $74,460+113.7% |
| Participation rate | 99.4% | 76.6%+22.8pp | 72.3%+27.1pp | 70.7%+28.7pp |
| Annual return | 13.88% | 16.57%-2.7pp | 33.72%-19.8pp | 34.38%-20.5pp |
| Employer contribution / active EE | $4,518 | $3,084+46.5% | $2,749+64.4% | $2,638+71.3% |
| Participant deferral / active EE | $4,854 | $3,692+31.5% | $3,881+25.1% | $4,530+7.2% |
| Admin fee / account holder | $45 | $196-77.3% | $3,070-98.5% | $348-87.2% |