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 | $48,284+43.6% | $67,524+2.7% | $80,911-14.3% |
| Participation rate | 84.8% | 66.4%+18.4pp | 72.9%+11.9pp | 67.6%+17.1pp |
| Annual return | 16.06% | 18.27%-2.2pp | 3519.41%-3503.3pp | 35.63%-19.6pp |
| Employer contribution / active EE | $1,468 | $2,021-27.4% | $2,734-46.3% | $2,756-46.7% |
| Participant deferral / active EE | $3,111 | $2,927+6.3% | $4,001-22.2% | $4,297-27.6% |
| Admin fee / account holder | $111 | $3,688-97.0% | $4,001-97.2% | $6,935-98.4% |