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 | $9,646 |
SCHULTE ROTH & ZABEL LLP1 year Service code 29 · EIN 13-2633996 | Legal | $5,577 |
Service code 50 · EIN 04-2647786 | Direct Payment | $645 |
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 | $69,356 | $48,314+43.6% | $67,561+2.7% | $80,925-14.3% |
| Participation rate | 84.8% | 66.4%+18.4pp | 72.9%+11.9pp | 67.7%+17.1pp |
| Annual return | 16.06% | 18.28%-2.2pp | 3525.44%-3509.4pp | 35.65%-19.6pp |
| Employer contribution / active EE | $1,468 | $2,022-27.4% | $2,735-46.3% | $2,756-46.7% |
| Participant deferral / active EE | $3,111 | $2,927+6.3% | $4,003-22.3% | $4,299-27.6% |
| Admin fee / account holder | $111 | $3,690-97.0% | $4,006-97.2% | $6,940-98.4% |