Filed September 15, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $36,876 |
Filed as: MULLEN, SONDBERG, WIMBISH & STONE Service code 10 · EIN 52-1197902 888 BESTGATE ROAD · ANNAPOLIS, MD 214012955 | Accounting | $12,575 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,553 | $74,706+17.2% | $75,696+15.7% | $79,386+10.3% |
| Participation rate | 97.7% | 75.3%+22.3pp | 74.8%+22.9pp | 70.7%+27.0pp |
| Annual return | 26.55% | 18.52%+8.0pp | 104.53%-78.0pp | 116.85%-90.3pp |
| Employer contribution / active EE | $2,544 | $2,590-1.8% | $2,743-7.3% | $2,427+4.8% |
| Participant deferral / active EE | $6,453 | $3,533+82.6% | $3,821+68.9% | $4,046+59.5% |
| Admin fee / account holder | $157 | $374-58.1% | $3,619-95.7% | $626-75.0% |