Filed August 11, 2023
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $24,401 |
CAMMACK LARHETTE ADVISORS3+ years Service code 27 · EIN 20-4668732 2 RECTOR STREET, #23 · NEW YORK, NY 10006 | Advisory (Plan) | $24,040 |
FID INV INST OPS CO3+ years Filed as: FID INV INST OPS CO, INC Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$41,070 |
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 | $245,464 | $74,552+229.3% | $63,018+289.5% | $69,634+252.5% |
| Participation rate | 66.9% | 78.3%-11.4pp | 74.8%-7.9pp | 70.7%-3.8pp |
| Annual return | 17.12% | 15.77%+1.4pp | 87.63%-70.5pp | 27572.26%-27555.1pp |
| Employer contribution / active EE | $8,258 | $2,929+181.9% | $2,761+199.1% | $2,032+306.3% |
| Participant deferral / active EE | $6,648 | $2,974+123.5% | $3,330+99.6% | $3,224+106.2% |
| Admin fee / account holder | $5 | $59-91.3% | $3,601-99.9% | $110-95.3% |