Filed January 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP1 year Service code 10 · EIN 13-1639826 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $8,820 |
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Contract Administrator | $600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,331 | $55,002+87.9% | $59,899+72.5% | $56,289+83.6% |
| Participation rate | 96.6% | 75.9%+20.7pp | 74.7%+21.9pp | 69.9%+26.8pp |
| Annual return | -3.48% | 1.13%-4.6pp | 3.46%-6.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $6,096 | $2,448+149.0% | $2,723+123.9% | $2,111+188.7% |
| Participant deferral / active EE | $5,576 | $3,121+78.7% | $3,402+63.9% | $3,350+66.5% |
| Admin fee / account holder | $25 | $236-89.5% | $3,592-99.3% | $521-95.3% |