Filed December 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $74,320 |
CAMMACK LARHETTE ADVISORS2+ years Service code 16 · EIN 20-4668732 | Consulting | $41,666 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $33,253 |
TIAA1 year Service code 50 · EIN 13-1624203 | Direct Payment | $1 |
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 | -$65,146 |
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 | $139,222 | $85,199+63.4% | $57,196+143.4% | $63,975+117.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.3%+24.7pp | 71.1%+28.9pp |
| Annual return | 6.52% | 10.43%-3.9pp | 14.59%-8.1pp | 48.65%-42.1pp |
| Employer contribution / active EE | $8,142 | $3,446+136.3% | $2,683+203.5% | $2,182+273.2% |
| Participant deferral / active EE | $3,840 | $3,109+23.5% | $3,096+24.0% | $3,356+14.4% |
| Admin fee / account holder | $19 | $39-51.4% | $3,141-99.4% | $70-73.3% |