Filed May 25, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARTSONALEEN LLP Service code 10 · EIN 41-0746749 301 N LAKE AVE STE 900 · PASADENA, CA 91101 | Accounting | $8,800 |
ACTUARIAL BENEFITS CORP2 years Service code 15 · EIN 20-1054428 2790 SKYPARK DR STE 300 · TORRANCE, CA 90505 | Recordkeeping | $7,803 |
TIAA3+ years Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Direct Payment | $5,228 |
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 | $98,636 | $55,002+79.3% | $59,883+64.7% | $56,287+75.2% |
| Participation rate | 99.4% | 75.9%+23.5pp | 74.7%+24.7pp | 69.9%+29.6pp |
| Annual return | -2.96% | 1.13%-4.1pp | 3.46%-6.4pp | -9.96%+7.0pp |
| Employer contribution / active EE | $5,114 | $2,448+108.9% | $2,722+87.9% | $2,111+142.2% |
| Participant deferral / active EE | $6,847 | $3,121+119.4% | $3,402+101.3% | $3,350+104.4% |
| Admin fee / account holder | $55 | $236-76.6% | $3,591-98.5% | $521-89.4% |