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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $10,857 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,208 | $47,648+118.7% | $130,648-20.2% | $67,579+54.2% |
| Participation rate | 97.7% | 60.4%+37.3pp | 71.7%+26.0pp | 71.3%+26.4pp |
| Annual return | 5.75% | 25.73%-20.0pp | 1708.96%-1703.2pp | 378.56%-372.8pp |
| Employer contribution / active EE | $2,211 | $1,408+57.1% | $4,092-46.0% | $2,148+2.9% |
| Participant deferral / active EE | $4,380 | $2,616+67.4% | $3,603+21.6% | $3,539+23.7% |
| Admin fee / account holder | $10 | $105-90.0% | $5,464-99.8% | $142-92.6% |