Filed June 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $55,466 |
CLAREMONT UNIVERSITY CONSORTIUM1 year Service code 28 · EIN 95-4786748 | Investment Management | $10,574 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,629 | $84,948+89.1% | $70,449+128.0% | $73,409+118.8% |
| Participation rate | 64.2% | 79.9%-15.7pp | 75.1%-10.9pp | 72.2%-8.0pp |
| Annual return | 12.61% | 13.39%-0.8pp | 109.03%-96.4pp | 59.29%-46.7pp |
| Employer contribution / active EE | $2,841 | $2,834+0.2% | $2,737+3.8% | $2,234+27.2% |
| Participant deferral / active EE | $2,074 | $3,387-38.8% | $3,709-44.1% | $3,805-45.5% |
| Admin fee / account holder | $63 | $98-35.5% | $3,845-98.4% | $158-59.9% |