Filed June 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 33-0818667 | Investment Management | $5,128 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $602 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $125,214 | $68,408+83.0% | $57,196+118.9% | $57,658+117.2% |
| Participation rate | 97.5% | 79.1%+18.3pp | 75.3%+22.1pp | 70.2%+27.2pp |
| Annual return | 9.55% | 8.51%+1.0pp | 14.59%-5.0pp | 5.13%+4.4pp |
| Employer contribution / active EE | $5,621 | $2,869+95.9% | $2,683+109.5% | $1,974+184.8% |
| Participant deferral / active EE | $2,470 | $2,903-14.9% | $3,096-20.2% | $3,061-19.3% |
| Admin fee / account holder | $8 | $70-87.8% | $3,141-99.7% | $95-91.0% |