Filed January 11, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LAKE FOREST COLLEGE5 years Service code 28 · EIN 36-2167770 | Investment Management | $9,375 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,075 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,993 | $91,692+78.9% | $67,561+142.7% | $77,714+111.0% |
| Participation rate | 99.4% | 76.0%+23.4pp | 72.9%+26.5pp | 70.6%+28.9pp |
| Annual return | 11.22% | 14.88%-3.7pp | 3525.44%-3514.2pp | 31.26%-20.0pp |
| Employer contribution / active EE | $4,511 | $3,188+41.5% | $2,735+64.9% | $2,727+65.4% |
| Participant deferral / active EE | $4,770 | $3,912+21.9% | $4,003+19.2% | $4,649+2.6% |
| Admin fee / account holder | $12 | $245-95.1% | $4,006-99.7% | $433-97.2% |