Filed May 18, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $17,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,271 | $68,408+32.0% | $57,196+57.8% | $57,658+56.6% |
| Participation rate | 41.0% | 79.1%-38.2pp | 75.3%-34.3pp | 70.2%-29.2pp |
| Annual return | 7.93% | 8.51%-0.6pp | 14.59%-6.7pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,656 | $2,869-7.4% | $2,683-1.0% | $1,974+34.6% |
| Participant deferral / active EE | $2,177 | $2,903-25.0% | $3,096-29.7% | $3,061-28.9% |
| Admin fee / account holder | $22 | $70-68.5% | $3,141-99.3% | $95-76.8% |