Filed April 6, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $91,680+209.1% | $67,524+319.7% | $77,692+264.8% |
| Participation rate | 98.8% | 76.0%+22.8pp | 72.9%+25.9pp | 70.6%+28.3pp |
| Annual return | 11.45% | 14.87%-3.4pp | 3519.41%-3508.0pp | 31.25%-19.8pp |
| Employer contribution / active EE | $11,476 | $3,186+260.2% | $2,734+319.8% | $2,726+320.9% |
| Participant deferral / active EE | $10,729 | $3,909+174.5% | $4,001+168.1% | $4,648+130.8% |
| Admin fee / account holder | $233 | $176+32.2% | $4,001-94.2% | $431-45.9% |