Filed January 29, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $123,184 |
Filed as: CAMMACK RETIREMENT GROUP Service code 28 · EIN 46-4084533 | Investment Management | $52,987 |
Filed as: FIDELITY INV INST OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,844 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $30,000 |
NIXON PEABODY LLP2 years Service code 29 · EIN 16-0764720 | Legal | $5,893 |
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 | $118,287 | $105,581+12.0% | $70,492+67.8% | $90,274+31.0% |
| Participation rate | 39.3% | 77.5%-38.3pp | 75.1%-35.8pp | 73.4%-34.1pp |
| Annual return | 14.65% | 14.78%-0.1pp | 109.16%-94.5pp | 53.97%-39.3pp |
| Employer contribution / active EE | $1,539 | $3,304-53.4% | $2,738-43.8% | $2,523-39.0% |
| Participant deferral / active EE | $3,208 | $3,813-15.9% | $3,711-13.6% | $4,231-24.2% |
| Admin fee / account holder | $90 | $68+33.8% | $3,848-97.7% | $114-20.8% |