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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $185,573 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $81,955 |
SCHULTE ROTH & ZABEL LLP3 years Service code 28 · EIN 13-2633996 | Investment Management | $54,880 |
BST & CO. CPA'S LLP3 years Service code 10 · EIN 14-1442607 | Accounting | $39,310 |
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 | $122,369 | $204,517-40.2% | $69,480+76.1% | $77,775+57.3% |
| Participation rate | 98.2% | 74.6%+23.6pp | 74.6%+23.6pp | 73.2%+25.0pp |
| Annual return | 17.82% | 22.10%-4.3pp | 28.99%-11.2pp | 32.58%-14.8pp |
| Employer contribution / active EE | $6,288 | $3,548+77.2% | $2,780+126.2% | $2,504+151.1% |
| Participant deferral / active EE | $4,079 | $3,478+17.3% | $3,537+15.3% | $3,966+2.9% |
| Admin fee / account holder | $170 | $101+68.8% | $3,840-95.6% | $100+69.7% |