Filed August 11, 2023
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 27 2 RECTOR STREET, #23 · NEW YORK, NY 10006 | Advisory (Plan) | $46,000 |
BENTLEY UNIVERSITY1+ years Service code 14 · EIN 04-1081860 | Plan Administrator | $17,500 |
ROPES & GRAY LLP1+ years Service code 27 · EIN 04-2233412 | Advisory (Plan) | $2,778 |
FID INV INST OPS CO1+ years Filed as: FID INV INST OPS CO, INC Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$36,846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $179,477 | $112,772+59.2% | $57,357+212.9% | $59,188+203.2% |
| Participation rate | 69.8% | 71.3%-1.5pp | 75.1%-5.3pp | 69.4%+0.4pp |
| Annual return | 1.94% | 0.85%+1.1pp | 24.41%-22.5pp | 5.51%-3.6pp |
| Employer contribution / active EE | $5,878 | $3,400+72.9% | $2,689+118.6% | $2,098+180.2% |
| Participant deferral / active EE | $4,845 | $3,010+61.0% | $3,162+53.2% | $3,265+48.4% |
| Admin fee / account holder | $26 | $144-82.2% | $3,357-99.2% | $92-72.2% |