Filed December 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 16 · EIN 20-4668732 | Consulting | $104,344 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $42,200 |
Filed as: FIDELITY INVT INSTITUTIONAL OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$65,209 |
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 | $131,829 | $112,772+16.9% | $57,357+129.8% | $59,188+122.7% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | 1.94% | 0.85%+1.1pp | 24.41%-22.5pp | 5.51%-3.6pp |
| Employer contribution / active EE | $7,951 | $3,400+133.8% | $2,689+195.7% | $2,098+279.0% |
| Participant deferral / active EE | $3,748 | $3,010+24.5% | $3,162+18.6% | $3,265+14.8% |
| Admin fee / account holder | $29 | $144-79.8% | $3,357-99.1% | $92-68.4% |