Filed December 2, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $519,816 |
KPMG LLP1 year Filed as: KPMG Service code 16 DEPT 0608 · DALLAS, TX 753120608 | Consulting | $44,000 |
Filed as: FIDUCIARY PARTNERS RETIREMENT GROU Service code 16 · EIN 51-0595589 | Consulting | $37,500 |
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 | $28,369 | $44,007-35.5% | $154,110-81.6% | $68,904-58.8% |
| Participation rate | 94.2% | 70.0%+24.1pp | 83.0%+11.1pp | 74.1%+20.0pp |
| Annual return | -5.32% | 8.15%-13.5pp | 735.22%-740.5pp | 1.07%-6.4pp |
| Employer contribution / active EE | $777 | $1,732-55.2% | $5,298-85.3% | $2,540-69.4% |
| Participant deferral / active EE | $4,291 | $2,813+52.5% | $5,081-15.5% | $4,015+6.9% |
| Admin fee / account holder | $96 | $65+47.8% | $13,412-99.3% | $71+34.3% |