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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $29,700 |
CURCIO WEBB2+ years Filed as: CURCIO WEBB, L.L.C. Service code 28 · EIN 36-4171366 | Investment Management | $29,000 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $20,750 |
Filed as: FIDELITY INVS INST. OPS CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $240 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $38 |
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 | $134,710 | $68,408+96.9% | $57,196+135.5% | $57,658+133.6% |
| Participation rate | 92.1% | 79.1%+12.9pp | 75.3%+16.8pp | 70.2%+21.9pp |
| Annual return | 6.58% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.4pp |
| Employer contribution / active EE | $3,557 | $2,869+24.0% | $2,683+32.6% | $1,974+80.2% |
| Participant deferral / active EE | $5,024 | $2,903+73.1% | $3,096+62.3% | $3,061+64.2% |
| Admin fee / account holder | $63 | $70-9.4% | $3,141-98.0% | $95-33.2% |