Filed December 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS4+ years Service code 16 · EIN 20-4668732 | Consulting | $108,766 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $91,704 |
NIXON PEABODY LLP3 years Service code 29 · EIN 16-0764720 | Legal | $45,035 |
WELL AND GOOD LLC1 year Filed as: WELL FARGO CLEARING SERVICES LLC Service code 55 | Other Commissions | $2,561 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 23 · EIN 22-1211670 | Other investment fees and expenses; O... | $2,446 |
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 | -$70,387 |
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 | $203,847 | $87,173+133.8% | $59,899+240.3% | $75,289+170.8% |
| Participation rate | 65.8% | 74.5%-8.7pp | 74.7%-8.9pp | 72.4%-6.7pp |
| Annual return | -2.45% | -2.14%-0.3pp | 3.46%-5.9pp | -0.04%-2.4pp |
| Employer contribution / active EE | $5,050 | $3,473+45.4% | $2,723+85.5% | $2,405+110.0% |
| Participant deferral / active EE | $5,252 | $3,379+55.4% | $3,403+54.4% | $3,739+40.5% |
| Admin fee / account holder | $38 | $75-48.7% | $3,592-98.9% | $102-62.5% |