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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES W. CAMMACK ASSOCIATES, INC. Service code 28 · EIN 13-3052851 | Investment Management | $81,000 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $39,750 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $5,479 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,029 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $300 |
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 | $180,366 | $87,173+106.9% | $59,899+201.1% | $75,289+139.6% |
| Participation rate | 97.9% | 74.5%+23.4pp | 74.7%+23.2pp | 72.4%+25.4pp |
| Annual return | -2.18% | -2.14%0pp | 3.46%-5.6pp | -0.04%-2.1pp |
| Employer contribution / active EE | $5,422 | $3,473+56.1% | $2,723+99.1% | $2,405+125.4% |
| Participant deferral / active EE | $5,033 | $3,379+48.9% | $3,403+47.9% | $3,739+34.6% |
| Admin fee / account holder | $38 | $75-49.1% | $3,592-98.9% | $102-62.8% |