Filed December 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $84,413 |
CAMMACK LARHETTE ADVISORS5+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $80,912 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $58,059 |
NIXON PEABODY LLP4 years Service code 29 · EIN 16-0764720 | Legal | $24,797 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 14 · EIN 22-1211670 | Plan Administrator | $2,451 |
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 | -$35,798 |
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 | $230,690 | $204,517+12.8% | $69,480+232.0% | $77,775+196.6% |
| Participation rate | 90.6% | 74.6%+16.0pp | 74.6%+16.0pp | 73.2%+17.4pp |
| Annual return | 17.00% | 22.10%-5.1pp | 28.99%-12.0pp | 32.58%-15.6pp |
| Employer contribution / active EE | $7,916 | $3,548+123.1% | $2,780+184.8% | $2,504+216.2% |
| Participant deferral / active EE | $8,310 | $3,478+138.9% | $3,537+135.0% | $3,966+109.6% |
| Admin fee / account holder | $31 | $101-69.7% | $3,840-99.2% | $100-69.5% |