Filed February 21, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $941,835 |
KPMG LLP2+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $25,000 |
Filed as: MRA ASSOCIATES Service code 71 · EIN 27-1529830 | Brokerage Fees | $11,192 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $4,751 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,321 | $85,635+11.3% | $123,894-23.1% | $63,975+49.0% |
| Participation rate | 93.9% | 74.9%+19.0pp | 81.4%+12.5pp | 71.1%+22.8pp |
| Annual return | 9.50% | 15.74%-6.2pp | 47.52%-38.0pp | 48.65%-39.2pp |
| Employer contribution / active EE | $2,094 | $3,076-31.9% | $4,617-54.6% | $2,182-4.0% |
| Participant deferral / active EE | $6,473 | $5,667+14.2% | $5,984+8.2% | $3,356+92.8% |
| Admin fee / account holder | $163 | $75+117.4% | $8,357-98.1% | $70+131.2% |