Filed February 6, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $325,208 |
Filed as: MORGAN LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $9,966 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $110,335 | $44,794+146.3% | $90,336+22.1% | $77,775+41.9% |
| Participation rate | 98.2% | 66.6%+31.6pp | 73.3%+24.9pp | 73.2%+25.0pp |
| Annual return | 18.87% | 28.23%-9.4pp | 78.15%-59.3pp | 32.58%-13.7pp |
| Employer contribution / active EE | $10,736 | $1,809+493.6% | $2,856+275.9% | $2,504+328.8% |
| Participant deferral / active EE | $7,661 | $2,642+190.0% | $3,886+97.1% | $3,966+93.2% |
| Admin fee / account holder | $26 | $94-72.9% | $5,357-99.5% | $100-74.4% |