Filed November 2, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $308,881 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $65,209 |
SCHULTE ROTH & ZABEL LLP5 years Service code 29 · EIN 13-2633996 | Legal | $34,169 |
BST & CO. CPA'S LLP5 years Service code 10 · EIN 14-1442607 | Accounting | $27,502 |
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 | $155,593 | $120,057+29.6% | $75,728+105.5% | $93,010+67.3% |
| Participation rate | 97.2% | 77.3%+19.9pp | 74.8%+22.3pp | 73.9%+23.3pp |
| Annual return | 12.86% | 19.62%-6.8pp | 104.66%-91.8pp | 158.70%-145.8pp |
| Employer contribution / active EE | $6,775 | $3,253+108.3% | $2,743+147.0% | $2,705+150.4% |
| Participant deferral / active EE | $4,604 | $4,089+12.6% | $3,820+20.5% | $4,561+0.9% |
| Admin fee / account holder | $197 | $81+141.6% | $3,620-94.6% | $152+29.8% |