Filed March 15, 2023 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $27,685 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 665 5TH AVE · NEW YORK, NY 100225342 | Accounting | $13,500 |
WELL AND GOOD LLC3 years Filed as: WELL AND GOOD Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $7,200 |
VENABLE LLP1 year Service code 29 · EIN 52-0517250 750 E PRATT ST · BALTIMORE, MD 212023157 | Legal | $5,229 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,535 | $79,124+56.1% | $60,899+102.9% | $64,814+90.6% |
| Participation rate | 85.7% | 77.7%+7.9pp | 73.1%+12.6pp | 71.5%+14.2pp |
| Annual return | -11.31% | -7.13%-4.2pp | 16.92%-28.2pp | 32.84%-44.1pp |
| Employer contribution / active EE | $5,254 | $3,050+72.3% | $2,702+94.4% | $2,507+109.6% |
| Participant deferral / active EE | $8,141 | $3,725+118.6% | $3,817+113.3% | $4,310+88.9% |
| Admin fee / account holder | $93 | $106-12.4% | $3,225-97.1% | $188-50.7% |