Filed July 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $36,776 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,191 |
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES LLC Service code 27 · EIN 62-1700633 | Advisory (Plan) | $14,618 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,311 | $79,124-28.8% | $60,899-7.5% | $64,814-13.1% |
| Participation rate | 99.8% | 77.7%+22.0pp | 73.1%+26.7pp | 71.5%+28.3pp |
| Annual return | 4425.06% | -7.13%+4432.2pp | 16.92%+4408.1pp | 32.84%+4392.2pp |
| Employer contribution / active EE | $1,983 | $3,050-35.0% | $2,702-26.6% | $2,507-20.9% |
| Participant deferral / active EE | $2,810 | $3,725-24.6% | $3,817-26.4% | $4,310-34.8% |
| Admin fee / account holder | $127 | $106+20.2% | $3,225-96.1% | $188-32.4% |