Filed December 15, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 16 · EIN 20-4668732 | Consulting | $39,194 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $39,000 |
Filed as: FIDELITY INVT INSTITUTIONAL OPS CO Service code 59 | Shareholder Servicing | $0 |
Filed as: FIDELITY INVEST INSTITUTIONAL OP Service code 37 · EIN 04-2647786 | Loan Processing | -$31,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,213 | $112,772-15.6% | $57,357+66.0% | $59,188+60.9% |
| Participation rate | 57.9% | 71.3%-13.4pp | 75.1%-17.2pp | 69.4%-11.5pp |
| Annual return | 3.50% | 0.85%+2.7pp | 24.41%-20.9pp | 5.51%-2.0pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $4,090 | $3,010+35.9% | $3,162+29.3% | $3,265+25.3% |
| Admin fee / account holder | $20 | $144-86.1% | $3,357-99.4% | $92-78.2% |