Filed February 21, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $624,085 |
Filed as: GRP ADVISOR ALLIANCE Service code 27 · EIN 47-3204636 | Advisory (Plan) | $29,681 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $28,000 |
MILLER RUSSELL ASSOCIATES4 years Filed as: MRA ASSOCIATES Service code 71 · EIN 27-1529830 | Brokerage Fees | $18,700 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,705 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2649093 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 51-0082711 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $125,718 | $101,523+23.8% | $141,200-11.0% | $77,775+61.6% |
| Participation rate | 95.8% | 77.4%+18.4pp | 82.5%+13.3pp | 73.2%+22.6pp |
| Annual return | 23.26% | 56.22%-33.0pp | 71.41%-48.1pp | 32.58%-9.3pp |
| Employer contribution / active EE | $2,274 | $3,341-31.9% | $4,736-52.0% | $2,504-9.2% |
| Participant deferral / active EE | $7,519 | $6,434+16.9% | $6,710+12.1% | $3,966+89.6% |
| Admin fee / account holder | $108 | $92+18.3% | $10,265-98.9% | $100+8.2% |