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| Provider | Service type | Compensation |
|---|---|---|
KMH LLP2 years Filed as: KMH, LLP Service code 10 · EIN 42-1539623 | Accounting | $14,815 |
SUEMORI & INOUYE, INC.4+ years Service code 50 · EIN 99-0242337 | Direct Payment | $14,749 |
TIAA4+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $919 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,523 | $95,542-33.5% | $69,455-8.5% | $67,579-6.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 5.32% | 17.67%-12.4pp | 28.97%-23.7pp | 378.56%-373.2pp |
| Employer contribution / active EE | $3,527 | $2,989+18.0% | $2,779+26.9% | $2,148+64.2% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $25 | $90-72.1% | $3,839-99.3% | $142-82.4% |