Filed August 11, 2023
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $26,147 |
CAMMACK LARHETTE ADVISORS4+ years Service code 27 · EIN 20-4668732 2 RECTOR STREET, #23 · NEW YORK, NY 10006 | Advisory (Plan) | $0 |
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$13,399 |
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 | $238,729 | $87,173+173.9% | $59,899+298.6% | $75,289+217.1% |
| Participation rate | 45.3% | 74.5%-29.1pp | 74.7%-29.4pp | 72.4%-27.1pp |
| Annual return | -3.07% | -2.14%-0.9pp | 3.46%-6.5pp | -0.04%-3.0pp |
| Employer contribution / active EE | $6,277 | $3,473+80.7% | $2,723+130.5% | $2,405+161.0% |
| Participant deferral / active EE | $5,332 | $3,379+57.8% | $3,403+56.7% | $3,739+42.6% |
| Admin fee / account holder | $8 | $75-88.7% | $3,592-99.8% | $102-91.8% |