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 |
|---|---|---|
TIAA4 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $38,046 |
REILLY, PENNER & BENTON LLP3 years Filed as: REILLY FINANCIAL ADVISORS, LLC Service code 51 · EIN 33-0775174 7777 ALVARDO ROAD SUITE 116 · LA MESA, CA 91942 | Investment Mgmt Fees | $36,601 |
AMERICAN CENTURY1 year 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 FUNDS3 years Service code 52 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
BLACKROCK3 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: TIAA-CREF MUTUAL FUNDS- TEACHERS Service code 52 · EIN 13-3760073 730 THIRD AVE · NEW YORK, NY 100173206 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 94-3382001 525 MARKET STREET 12TH FLOOR · SAN FRANCISCO, CA 94105 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,895 | $94,833-42.1% | $75,714-27.5% | $86,821-36.8% |
| Participation rate | 88.1% | 79.1%+9.0pp | 74.8%+13.3pp | 72.3%+15.8pp |
| Annual return | 14.95% | 16.91%-2.0pp | 104.62%-89.7pp | 97.94%-83.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,744-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $3,607 | $3,632-0.7% | $3,820-5.6% | $4,132-12.7% |
| Admin fee / account holder | $48 | $109-56.1% | $3,619-98.7% | $170-71.9% |