Filed November 2, 2021
Total covered: 2 employees
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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $118,761 |
Filed as: IFP FBO STRATEGIC RETIREMENT GROUP Service code 28 · EIN 59-3331424 | Investment Management | $75,962 |
BST & CO. CPA'S LLP1 year Service code 10 · EIN 14-1442607 | Accounting | $34,500 |
SAX LLP1 year Service code 28 · EIN 81-2950760 | Investment Management | $33,700 |
SCHULTE ROTH & ZABEL LLP1 year Service code 28 · EIN 13-2633996 | Investment Management | $30,084 |
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 | $116,422 | $92,091+26.4% | $63,018+84.7% | $77,958+49.3% |
| Participation rate | 98.4% | 74.5%+23.9pp | 74.8%+23.6pp | 71.6%+26.7pp |
| Annual return | 14.02% | 16.23%-2.2pp | 87.63%-73.6pp | 20.87%-6.8pp |
| Employer contribution / active EE | $5,380 | $3,424+57.1% | $2,761+94.9% | $2,310+132.9% |
| Participant deferral / active EE | $3,468 | $3,361+3.2% | $3,330+4.1% | $3,537-1.9% |
| Admin fee / account holder | $144 | $48+200.6% | $3,601-96.0% | $97+47.9% |