Filed April 12, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEMPO HOLDING COMPANY LLC Service code 28 · EIN 82-1061233 | Investment Management | $1,386,776 |
Service code 36 · EIN 04-3831795 | Copying and duplicating; Direct payme... | $344,971 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $130,267 |
FULBRIGHT & JAWORSKI4+ years Service code 29 · EIN 74-1201087 | Legal | $111,401 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $48,076 |
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $19,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $132,080 | $73,367+80.0% | $111,392+18.6% | $73,367+80.0% |
| Participation rate | 50.2% | 69.5%-19.3pp | 78.9%-28.7pp | 69.5%-19.3pp |
| Annual return | -4.02% | 173.45%-177.5pp | -2.06%-2.0pp | 173.45%-177.5pp |
| Employer contribution / active EE | $4,202 | $2,499+68.2% | $4,328-2.9% | $2,499+68.2% |
| Participant deferral / active EE | $3,924 | $4,033-2.7% | $5,567-29.5% | $4,033-2.7% |
| Admin fee / account holder | $106 | $68+55.1% | $12,266-99.1% | $68+55.1% |