Filed June 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARYMOUNT UNIVERSITY2 years Service code 35 · EIN 54-0573801 2807 N GLEBE RD · ARLINGTON, VA 222074224 | Employee (plan sponsor) | $15,573 |
CAPFINANCIAL PARTNERS LLC2 years Service code 26 · EIN 26-0058143 4208 SIX FORKS RD 1700 · RALEIGH, NC 276095716 | Advisory (Participants) | $15,259 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $98 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,307 | $70,083+24.6% | $59,887+45.8% | $55,725+56.7% |
| Participation rate | 95.5% | 78.4%+17.1pp | 74.7%+20.8pp | 70.9%+24.6pp |
| Annual return | -2.24% | 3.13%-5.4pp | 3.46%-5.7pp | 244.93%-247.2pp |
| Employer contribution / active EE | $4,602 | $2,878+59.9% | $2,722+69.0% | $2,078+121.4% |
| Participant deferral / active EE | $4,594 | $3,079+49.2% | $3,402+35.0% | $3,356+36.9% |
| Admin fee / account holder | $51 | $70-27.0% | $3,591-98.6% | $115-55.5% |