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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W. CAMMACK ASSOCIATES, INC. Service code 28 · EIN 13-3052851 | Investment Management | $81,000 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $42,250 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $5,746 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $344 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $120 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $190,732 | $92,091+107.1% | $63,018+202.7% | $77,958+144.7% |
| Participation rate | 98.1% | 74.5%+23.7pp | 74.8%+23.3pp | 71.6%+26.5pp |
| Annual return | 13.67% | 16.23%-2.6pp | 87.63%-74.0pp | 20.87%-7.2pp |
| Employer contribution / active EE | $5,610 | $3,424+63.8% | $2,761+103.2% | $2,310+142.8% |
| Participant deferral / active EE | $5,177 | $3,361+54.0% | $3,330+55.5% | $3,537+46.4% |
| Admin fee / account holder | $40 | $48-16.6% | $3,601-98.9% | $97-58.9% |