Filed June 15, 2023 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $42,141 |
Filed as: THE CLAREMONT COLLEGES SERVICES Service code 28 · EIN 95-4786748 | Investment Management | $37,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $147,425 | $95,542+54.3% | $69,464+112.2% | $67,579+118.2% |
| Participation rate | 67.7% | 79.4%-11.7pp | 74.6%-6.9pp | 71.3%-3.6pp |
| Annual return | 18.18% | 17.67%+0.5pp | 28.98%-10.8pp | 378.56%-360.4pp |
| Employer contribution / active EE | $3,828 | $2,989+28.1% | $2,779+37.7% | $2,148+78.2% |
| Participant deferral / active EE | $1,954 | $3,263-40.1% | $3,536-44.7% | $3,539-44.8% |
| Admin fee / account holder | $77 | $90-14.4% | $3,840-98.0% | $142-45.9% |