Filed December 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $24,346 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $24,278 |
CAMMACK LARHETTE ADVISORS3+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $17,145 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 23 · EIN 22-1211670 | Insurance services | $180 |
Filed as: FIDELITY INVT INSTITUTIONAL OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST INSTITUTIONAL OP Service code 37 · EIN 04-2647786 | Loan Processing | -$30,887 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $45,833-100.0% | $63,018-100.0% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.8%-74.8pp | - |
| Annual return | -99.05% | 9.16%-108.2pp | 87.63%-186.7pp | - |
| Employer contribution / active EE | $0 | $2,232-100.0% | $2,761-100.0% | - |
| Participant deferral / active EE | $0 | $1,887-100.0% | $3,330-100.0% | - |
| Admin fee / account holder | $0 | $3,306-100.0% | $3,601-100.0% | - |