Filed November 2, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $243,516 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $61,459 |
SCHULTE ROTH & ZABEL LLP7 years Service code 29 · EIN 13-2633996 | Legal | $38,625 |
BST & CO. CPA'S LLP7 years Service code 10 · EIN 14-1442607 | Accounting | $34,445 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $20,486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $142,012 | $105,179+35.0% | $64,110+121.5% | $80,187+77.1% |
| Participation rate | 53.5% | 73.5%-20.0pp | 72.3%-18.8pp | 72.9%-19.4pp |
| Annual return | 14.95% | 20.34%-5.4pp | 33.75%-18.8pp | 40.40%-25.5pp |
| Employer contribution / active EE | $3,386 | $3,311+2.3% | $2,751+23.1% | $2,980+13.6% |
| Participant deferral / active EE | $2,569 | $4,020-36.1% | $3,883-33.8% | $5,016-48.8% |
| Admin fee / account holder | $165 | $113+45.8% | $3,071-94.6% | $145+13.9% |