Filed January 29, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $120,368 |
Service code 28 · EIN 20-4668732 | Investment Management | $101,120 |
Filed as: FIDELITY INV INST OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $33,836 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $29,080 |
LAIKEN ASSOCIATES, INC.1 year Filed as: LAIKEN ASSOCIATES Service code 16 · EIN 13-5565207 | Consulting | $28,557 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $12,153 |
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 | $104,622 | $204,517-48.8% | $69,480+50.6% | $77,775+34.5% |
| Participation rate | 38.6% | 74.6%-36.0pp | 74.6%-36.0pp | 73.2%-34.6pp |
| Annual return | 19.05% | 22.10%-3.1pp | 28.99%-9.9pp | 32.58%-13.5pp |
| Employer contribution / active EE | $1,659 | $3,548-53.3% | $2,780-40.3% | $2,504-33.8% |
| Participant deferral / active EE | $2,945 | $3,478-15.3% | $3,537-16.7% | $3,966-25.7% |
| Admin fee / account holder | $122 | $101+21.2% | $3,840-96.8% | $100+21.8% |