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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES W. CAMMACK ASSOCIATES, INC. Service code 28 · EIN 13-3052851 | Investment Management | $126,000 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $35,800 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,857 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $5,318 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $240 |
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 | $203,906 | $204,517-0.3% | $69,480+193.5% | $77,775+162.2% |
| Participation rate | 97.8% | 74.6%+23.2pp | 74.6%+23.2pp | 73.2%+24.6pp |
| Annual return | 17.00% | 22.10%-5.1pp | 28.99%-12.0pp | 32.58%-15.6pp |
| Employer contribution / active EE | $5,273 | $3,548+48.6% | $2,780+89.7% | $2,504+110.6% |
| Participant deferral / active EE | $4,918 | $3,478+41.4% | $3,537+39.0% | $3,966+24.0% |
| Admin fee / account holder | $56 | $101-43.8% | $3,840-98.5% | $100-43.6% |