Filed November 2, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $305,977 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $102,307 |
SCHULTE ROTH & ZABEL LLP8 years Service code 29 · EIN 13-2633996 | Legal | $76,850 |
BST & CO. CPA'S LLP8 years Service code 10 · EIN 14-1442607 | Accounting | $42,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,380 | $113,568+32.4% | $67,560+122.6% | $200,096-24.8% |
| Participation rate | 55.0% | 73.3%-18.3pp | 72.9%-17.9pp | 72.0%-17.0pp |
| Annual return | 12.79% | 15.88%-3.1pp | 3533.50%-3520.7pp | 34.26%-21.5pp |
| Employer contribution / active EE | $3,715 | $3,409+9.0% | $2,737+35.8% | $3,038+22.3% |
| Participant deferral / active EE | $2,807 | $4,163-32.6% | $4,004-29.9% | $5,090-44.8% |
| Admin fee / account holder | $209 | $102+104.5% | $3,994-94.8% | $269-22.2% |