Filed January 29, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $173,737 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $44,654 |
Filed as: FIDELITY INV INST OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $33,456 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $25,350 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK RETIREMENT GROUP Service code 28 · EIN 46-4084533 | Investment Management | $14,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $134,217 | $120,057+11.8% | $75,728+77.2% | $93,010+44.3% |
| Participation rate | 39.9% | 77.3%-37.4pp | 74.8%-34.9pp | 73.9%-34.0pp |
| Annual return | 15.77% | 19.62%-3.8pp | 104.66%-88.9pp | 158.70%-142.9pp |
| Employer contribution / active EE | $1,565 | $3,253-51.9% | $2,743-43.0% | $2,705-42.2% |
| Participant deferral / active EE | $3,308 | $4,089-19.1% | $3,820-13.4% | $4,561-27.5% |
| Admin fee / account holder | $109 | $81+34.2% | $3,620-97.0% | $152-27.9% |