Filed May 25, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP1 year Service code 15 · EIN 20-1054428 2790 SKYPARK DR STE 300 · TORRANCE, CA 90505 | Recordkeeping | $9,538 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARTSONALEEN LLP Service code 27 · EIN 41-0746749 301 N LAKE AVE STE 900 · PASADENA, CA 91101 | Advisory (Plan) | $7,500 |
TIAA2 years Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Direct Payment | $4,025 |
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 | $107,355 | $57,976+85.2% | $63,018+70.4% | $62,293+72.3% |
| Participation rate | 98.9% | 75.9%+23.0pp | 74.8%+24.1pp | 69.5%+29.4pp |
| Annual return | 14.09% | 17.54%-3.5pp | 87.62%-73.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $5,026 | $2,415+108.1% | $2,761+82.0% | $2,042+146.1% |
| Participant deferral / active EE | $6,537 | $2,956+121.2% | $3,330+96.3% | $3,169+106.3% |
| Admin fee / account holder | $55 | $276-80.1% | $3,601-98.5% | $479-88.6% |