Filed November 2, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $146,643 |
Filed as: IFP FBO STRATEGIC RETIREMENT GROUP Service code 28 · EIN 59-3331424 | Investment Management | $75,211 |
SCHULTE ROTH & ZABEL LLP2 years Service code 28 · EIN 13-2633996 | Investment Management | $67,144 |
BST & CO. CPA'S LLP2 years Service code 10 · EIN 14-1442607 | Accounting | $48,709 |
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 | $106,581 | $87,173+22.3% | $59,899+77.9% | $75,289+41.6% |
| Participation rate | 98.1% | 74.5%+23.6pp | 74.7%+23.4pp | 72.4%+25.7pp |
| Annual return | -3.08% | -2.14%-0.9pp | 3.46%-6.5pp | -0.04%-3.0pp |
| Employer contribution / active EE | $5,815 | $3,473+67.4% | $2,723+113.6% | $2,405+141.8% |
| Participant deferral / active EE | $3,721 | $3,379+10.1% | $3,403+9.4% | $3,739-0.5% |
| Admin fee / account holder | $159 | $75+113.2% | $3,592-95.6% | $102+55.8% |