Filed August 11, 2023
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 | Contract Administrator | $53,232 |
CAMMACK LARHETTE ADVISORS5+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $34,237 |
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$67,002 |
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 | $225,907 | $204,517+10.5% | $69,480+225.1% | $77,775+190.5% |
| Participation rate | 72.3% | 74.6%-2.3pp | 74.6%-2.3pp | 73.2%-0.9pp |
| Annual return | 19.69% | 22.10%-2.4pp | 28.99%-9.3pp | 32.58%-12.9pp |
| Employer contribution / active EE | $6,860 | $3,548+93.4% | $2,780+146.8% | $2,504+174.0% |
| Participant deferral / active EE | $6,113 | $3,478+75.7% | $3,537+72.8% | $3,966+54.1% |
| Admin fee / account holder | $11 | $101-88.9% | $3,840-99.7% | $100-88.8% |