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 |
|---|---|---|
TIAA2 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $35,830 |
Filed as: REILLY FINANCIAL ADVISORS, LLC Service code 52 · EIN 33-0775174 7777 ALVARADO ROAD SUITE 116 · LA MESA, CA 91942 | Indirect Investment Fees | $34,472 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
BLACKROCK1 year 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: TIAA-CREF MUTUAL FUNDS - TEACHERS A Service code 52 · EIN 13-3760073 730 THIRD AVE · NEW YORK, NY 100173206 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 94-3382001 525 MARKET STREET, 12TH FLOOR · SAN FRANCISCO, CA 94105 | Indirect Investment Fees | $0 |
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 | $88,837 | $95,542-7.0% | $69,483+27.9% | $67,582+31.5% |
| Participation rate | 96.1% | 79.4%+16.8pp | 74.6%+21.5pp | 71.3%+24.9pp |
| Annual return | 20.81% | 17.67%+3.1pp | 28.99%-8.2pp | 378.57%-357.8pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $8,108 | $3,263+148.5% | $3,537+129.3% | $3,539+129.1% |
| Admin fee / account holder | $107 | $90+19.0% | $3,841-97.2% | $142-24.9% |