Filed September 10, 2024 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY BENEFITS GROUP INC Service code 51 · EIN 87-3709842 36753 BRAKEN WAY · LAKE ELSINORE, CA 92532 | Investment Mgmt Fees | $131,381 |
TIAA2 years Filed as: TIAA- TEACHERS INSURANCE & ANNUITY Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Plan Administrator | $64,527 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,621 | $83,575+2.4% | $66,439+28.9% | $65,191+31.3% |
| Participation rate | 94.5% | 71.6%+22.9pp | 74.5%+20.0pp | 63.0%+31.5pp |
| Annual return | 4.21% | 12.38%-8.2pp | 757.66%-753.5pp | 51.24%-47.0pp |
| Employer contribution / active EE | $7,172 | $2,903+147.1% | $2,637+172.0% | $2,400+198.8% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $3,876-100.0% | $2,671-100.0% |
| Admin fee / account holder | $184 | $234-21.4% | $6,173-97.0% | $907-79.7% |