Filed August 11, 2023
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $56,232 |
CAMMACK LARHETTE ADVISORS2+ years Service code 27 · EIN 20-4668732 2 RECTOR STREET, #23 · NEW YORK, NY 10006 | Advisory (Plan) | $12,020 |
FID INV INST OPS CO2+ years Filed as: FID INV INST OPS CO, INC Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$37,784 |
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 | $217,026 | $68,408+217.3% | $57,196+279.4% | $57,661+276.4% |
| Participation rate | 64.5% | 79.1%-14.7pp | 75.3%-10.8pp | 70.2%-5.7pp |
| Annual return | 7.12% | 8.51%-1.4pp | 14.59%-7.5pp | 5.13%+2.0pp |
| Employer contribution / active EE | $7,677 | $2,869+167.6% | $2,683+186.1% | $1,974+288.9% |
| Participant deferral / active EE | $6,401 | $2,903+120.5% | $3,096+106.7% | $3,061+109.2% |
| Admin fee / account holder | $20 | $70-71.0% | $3,141-99.4% | $95-78.6% |