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 | $82,121 |
TIAA7 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $52,536 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 52 · EIN 44-0640487 4500 MAIN STREET 12TH FLOOR · KANSAS CITY, MO 64111 | Indirect Investment Fees | $0 |
AMERICAN FUNDS6 years Service code 52 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
BLACKROCK2 years Filed as: BLACKROCK ADVISORS LLC Service code 52 · EIN 13-3806691 100 BELLEVUE PARKWAY · WILMINGTON, DE 19809 | Indirect Investment Fees | $0 |
TIAA1 year Filed as: CREF-TIAA-REF INVESTMENT MANAGEMENT Service code 52 · EIN 13-3586142 730 THIRD AVE · NEW YORK, NY 100173206 | Indirect Investment Fees | $0 |
NUVEEN1 year Service code 52 · EIN 13-1624203 333 WEST WACKER DRIVE · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,179 | $91,762-33.3% | $67,502-9.4% | $77,643-21.2% |
| Participation rate | 98.3% | 75.9%+22.4pp | 72.9%+25.5pp | 70.6%+27.8pp |
| Annual return | 13.89% | 14.87%-1.0pp | 3512.12%-3498.2pp | 31.24%-17.4pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,094 | $3,903+56.1% | $4,000+52.3% | $4,647+31.1% |
| Admin fee / account holder | $97 | $176-44.8% | $3,998-97.6% | $430-77.4% |