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 | Direct payment from the plan; Sales l... | $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 | $79,151-28.9% | $60,919-7.6% | $64,829-13.1% |
| Participation rate | 99.8% | 77.7%+22.1pp | 73.1%+26.7pp | 71.5%+28.3pp |
| Annual return | 4425.06% | -7.12%+4432.2pp | 16.98%+4408.1pp | 32.85%+4392.2pp |
| Employer contribution / active EE | $1,983 | $3,052-35.0% | $2,704-26.7% | $2,507-20.9% |
| Participant deferral / active EE | $2,810 | $3,727-24.6% | $3,814-26.3% | $4,312-34.8% |
| Admin fee / account holder | $127 | $106+20.1% | $3,226-96.1% | $188-32.4% |