Filed April 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $26,698 |
PSI ADVISORS LLC2 years Service code 27 · EIN 81-4230782 13059 W LINEBAUGH AVE · TAMPA, FL 336264473 | Advisory (Plan) | $16,686 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,416 | $66,124-29.8% | $90,404-48.7% | $73,488-36.8% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 16.96% | 17.65%-0.7pp | 1293.02%-1276.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $4,107 | $2,346+75.0% | $3,262+25.9% | $2,270+80.9% |
| Participant deferral / active EE | $7,002 | $3,039+130.4% | $3,963+76.7% | $3,740+87.2% |
| Admin fee / account holder | $206 | $396-48.1% | $5,611-96.3% | $513-59.9% |