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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,179 | $91,710-33.3% | $67,560-9.4% | $77,762-21.3% |
| Participation rate | 98.3% | 76.0%+22.3pp | 72.9%+25.4pp | 70.6%+27.8pp |
| Annual return | 13.89% | 14.88%-1.0pp | 3533.50%-3519.6pp | 31.27%-17.4pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,094 | $3,911+55.8% | $4,004+52.2% | $4,651+31.0% |
| Admin fee / account holder | $97 | $245-60.4% | $3,994-97.6% | $433-77.6% |