Filed November 2, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $229,443 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $84,413 |
SCHULTE ROTH & ZABEL LLP4 years Service code 29 · EIN 13-2633996 | Legal | $58,691 |
BST & CO. CPA'S LLP4 years Service code 10 · EIN 14-1442607 | Accounting | $34,040 |
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 | $137,035 | $105,581+29.8% | $70,492+94.4% | $90,274+51.8% |
| Participation rate | 98.8% | 77.5%+21.3pp | 75.1%+23.8pp | 73.4%+25.5pp |
| Annual return | 13.65% | 14.78%-1.1pp | 109.16%-95.5pp | 53.97%-40.3pp |
| Employer contribution / active EE | $6,979 | $3,304+111.3% | $2,738+154.9% | $2,523+176.6% |
| Participant deferral / active EE | $4,487 | $3,813+17.7% | $3,711+20.9% | $4,231+6.1% |
| Admin fee / account holder | $186 | $68+176.0% | $3,848-95.2% | $114+63.4% |