Filed May 25, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Direct Payment | $42,516 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARTSON ALEEN LLP Service code 10 · EIN 41-0746749 301 N LAKE AVE STE 900 · PASADENA, CA 91101 | Accounting | $19,490 |
ACTUARIAL BENEFITS CORP3 years Filed as: ACTUARIAL BENEFITS CORP. Service code 14 · EIN 20-1054428 2790 SKYPARK DR. STE 300 · TORRANCE, CA 90505 | Plan Administrator | $8,719 |
PLANPILOT, LLC1 year Service code 17 · EIN 45-4168388 223 W JACKSON BLVD STE 800 · CHICAGO, IL 60606 | Pension Consulting | $8,625 |
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 | $145,125 | $69,774+108.0% | $67,575+114.8% | $74,459+94.9% |
| Participation rate | 99.0% | 71.4%+27.6pp | 72.9%+26.1pp | 67.2%+31.8pp |
| Annual return | 12.25% | -40.53%+52.8pp | 3528.98%-3516.7pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $5,618 | $2,710+107.3% | $2,736+105.4% | $2,626+113.9% |
| Participant deferral / active EE | $7,242 | $3,636+99.1% | $4,003+80.9% | $4,350+66.5% |
| Admin fee / account holder | $159 | $890-82.1% | $3,993-96.0% | $1,945-91.8% |