Filed November 2, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $237,563 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $106,181 |
SCHULTE ROTH & ZABEL LLP6 years Service code 29 · EIN 13-2633996 | Legal | $88,702 |
BST & CO. CPA'S LLP1 year Filed as: BST & CO. CPAS, LLP Service code 10 · EIN 14-1442607 | Accounting | $35,000 |
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 | $128,033 | $98,780+29.6% | $60,919+110.2% | $77,906+64.3% |
| Participation rate | 97.3% | 76.7%+20.6pp | 73.1%+24.2pp | 73.7%+23.6pp |
| Annual return | -12.13% | -11.56%-0.6pp | 16.98%-29.1pp | 12.16%-24.3pp |
| Employer contribution / active EE | $6,250 | $3,605+73.4% | $2,704+131.2% | $2,846+119.6% |
| Participant deferral / active EE | $4,461 | $4,200+6.2% | $3,814+16.9% | $4,805-7.2% |
| Admin fee / account holder | $199 | $89+124.4% | $3,226-93.8% | $133+50.0% |