Filed December 2, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $36,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,561 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,964 | $37,039+5.2% | $147,618-73.6% | $59,188-34.2% |
| Participation rate | 74.5% | 63.8%+10.7pp | 84.6%-10.2pp | 69.4%+5.0pp |
| Annual return | -0.26% | 7.19%-7.4pp | 61.98%-62.2pp | 5.51%-5.8pp |
| Employer contribution / active EE | $1,644 | $1,353+21.5% | $5,564-70.5% | $2,098-21.7% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $12 | $60-79.6% | $11,612-99.9% | $92-86.7% |