Filed April 2, 2024
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 |
|---|---|---|
KPMG LLP1 year Filed as: KPMG,LLP Service code 10 · EIN 13-5565207 AMERICAN INTERNATIONAL PLAZA · SAN JUAN, PR 009181819 | Accounting | $36,330 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,154 | $80,354-71.2% | $133,975-82.7% | $63,975-63.8% |
| Participation rate | 94.9% | 87.5%+7.4pp | 87.1%+7.8pp | 71.1%+23.8pp |
| Annual return | 10.82% | 13.11%-2.3pp | 29.29%-18.5pp | 48.65%-37.8pp |
| Employer contribution / active EE | $585 | $3,503-83.3% | $5,211-88.8% | $2,182-73.2% |
| Participant deferral / active EE | $1,987 | $5,239-62.1% | $6,282-68.4% | $3,356-40.8% |
| Admin fee / account holder | $18 | $69-74.0% | $9,324-99.8% | $70-74.4% |