Filed May 25, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Direct Payment | $47,819 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL BENEFITS CORP. Service code 14 · EIN 20-1054428 2790 SKYPARK DR. STE 300 · TORRANCE, CA 90505 | Plan Administrator | $7,919 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARTSON ALEEN LLP Service code 10 · EIN 41-0746749 301 N LAKE AVE STE 900 · PASADENA, CA 91101 | Accounting | $7,245 |
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 | $180,467 | $63,433+184.5% | $63,803+182.8% | $64,097+181.6% |
| Participation rate | 98.0% | 65.0%+33.0pp | 72.7%+25.3pp | 55.2%+42.8pp |
| Annual return | 14.93% | 20.74%-5.8pp | 543.72%-528.8pp | 34.64%-19.7pp |
| Employer contribution / active EE | $6,044 | $2,332+159.2% | $2,532+138.7% | $1,891+219.5% |
| Participant deferral / active EE | $7,727 | $3,119+147.8% | $3,843+101.1% | $3,080+150.9% |
| Admin fee / account holder | $138 | $1,489-90.7% | $5,196-97.3% | $3,454-96.0% |