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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $136,863 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES W. CAMMACK ASSOCIATES, INC. Service code 28 · EIN 13-3052851 | Investment Management | $73,000 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $38,500 |
Service code 28 · EIN 20-4668732 | Investment Management | $20,250 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $4,920 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $220 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $222,115 | $105,581+110.4% | $70,492+215.1% | $90,274+146.0% |
| Participation rate | 97.7% | 77.5%+20.2pp | 75.1%+22.7pp | 73.4%+24.4pp |
| Annual return | 11.56% | 14.78%-3.2pp | 109.16%-97.6pp | 53.97%-42.4pp |
| Employer contribution / active EE | $2,246 | $3,304-32.0% | $2,738-18.0% | $2,523-11.0% |
| Participant deferral / active EE | $5,268 | $3,813+38.2% | $3,711+42.0% | $4,231+24.5% |
| Admin fee / account holder | $80 | $68+18.4% | $3,848-97.9% | $114-29.9% |