Filed March 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP3 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 750 3RD AVE · NEW YORK, NY 10017 | Accounting | $18,049 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $4,318 |
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 | $124,874 | $95,542+30.7% | $69,461+79.8% | $67,579+84.8% |
| Participation rate | 95.6% | 79.4%+16.2pp | 74.6%+21.0pp | 71.3%+24.3pp |
| Annual return | 18.56% | 17.67%+0.9pp | 28.97%-10.4pp | 378.56%-360.0pp |
| Employer contribution / active EE | $4,802 | $2,989+60.7% | $2,779+72.8% | $2,148+123.6% |
| Participant deferral / active EE | $8,101 | $3,263+148.3% | $3,536+129.1% | $3,539+128.9% |
| Admin fee / account holder | $50 | $90-44.2% | $3,840-98.7% | $142-64.8% |