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 | $64,705+178.9% | $62,929+186.8% | $67,986+165.4% |
| Participation rate | 98.0% | 65.6%+32.4pp | 73.1%+24.9pp | 57.2%+40.8pp |
| Annual return | 14.93% | 20.31%-5.4pp | 1063.93%-1049.0pp | 31.67%-16.7pp |
| Employer contribution / active EE | $6,044 | $2,376+154.4% | $2,505+141.3% | $2,019+199.4% |
| Participant deferral / active EE | $7,727 | $3,198+141.6% | $3,888+98.7% | $3,358+130.1% |
| Admin fee / account holder | $138 | $1,428-90.3% | $5,065-97.3% | $3,203-95.7% |