Filed February 7, 2022 (most recent of 2 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $80,916 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $41,799 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $15,500 |
RYE COUNTRY DAY SCHOOL1 year Service code 30 · EIN 13-1740484 | Employee (plan); Other fees | $13,650 |
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 | $203,312 | $91,695+121.7% | $67,575+200.9% | $77,736+161.5% |
| Participation rate | 94.8% | 76.0%+18.8pp | 72.9%+21.9pp | 70.6%+24.3pp |
| Annual return | 12.79% | 14.88%-2.1pp | 3528.98%-3516.2pp | 31.26%-18.5pp |
| Employer contribution / active EE | $6,728 | $3,189+111.0% | $2,736+146.0% | $2,728+146.7% |
| Participant deferral / active EE | $9,743 | $3,912+149.0% | $4,003+143.4% | $4,651+109.5% |
| Admin fee / account holder | $285 | $245+16.6% | $3,993-92.9% | $433-34.1% |