Filed April 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $97,327 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $71,237 |
SCHULTE ROTH & ZABEL LLP5 years Service code 29 · EIN 13-2633996 | Legal | $23,993 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,805 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $283,408 | $91,695+209.1% | $67,575+319.4% | $77,736+264.6% |
| Participation rate | 98.8% | 76.0%+22.8pp | 72.9%+25.9pp | 70.6%+28.2pp |
| Annual return | 11.45% | 14.88%-3.4pp | 3528.98%-3517.5pp | 31.26%-19.8pp |
| Employer contribution / active EE | $11,476 | $3,189+259.8% | $2,736+319.5% | $2,728+320.7% |
| Participant deferral / active EE | $10,729 | $3,912+174.2% | $4,003+168.0% | $4,651+130.7% |
| Admin fee / account holder | $233 | $245-4.8% | $3,993-94.2% | $433-46.2% |