Filed November 5, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $113,430 |
WISS & COMPANY, LLP2 years Filed as: WISS AND COMPANY, LLC Service code 16 · EIN 22-1732349 | Consulting | $67,500 |
PROSKAUER ROSE LLP1 year Service code 16 · EIN 13-1840454 | Consulting | $28,596 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Account ma... | $5,182 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,633 | $66,513+108.4% | $178,510-22.3% | $106,273+30.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 81.9%+18.1pp | 70.8%+29.2pp |
| Annual return | 13.93% | 21.81%-7.9pp | 151.13%-137.2pp | 21.70%-7.8pp |
| Employer contribution / active EE | $3,764 | $1,776+111.9% | $5,011-24.9% | $2,722+38.2% |
| Participant deferral / active EE | $7,191 | $3,679+95.4% | $5,202+38.2% | $4,601+56.3% |
| Admin fee / account holder | $4 | $53-92.3% | $13,988-100.0% | $78-94.7% |