Filed April 25, 2023 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $1,434,881 |
TIAA8+ years Filed as: TIAA CREF Service code 12 · EIN 13-1624203 | Investment management; Claims process... | $454,127 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
BUTLER & BURKE LLP2 years Service code 10 · EIN 56-1138530 | Accounting | $19,000 |
Filed as: VALIC Service code 16 · EIN 74-1625348 | Consulting | $1,188 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 16 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Consulting | $135 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,258 | $83,057-2.2% | $143,801-43.5% | $89,433-9.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 80.3%+19.7pp | 71.3%+28.7pp |
| Annual return | -13.43% | -13.97%+0.5pp | -0.04%-13.4pp | -11.88%-1.5pp |
| Employer contribution / active EE | $5,329 | $2,095+154.4% | $4,952+7.6% | $3,021+76.4% |
| Participant deferral / active EE | $6,543 | $4,281+52.9% | $5,639+16.0% | $5,125+27.7% |
| Admin fee / account holder | $61 | $83-26.5% | $14,680-99.6% | $79-23.2% |