Filed July 9, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 28 · EIN 20-4668732 | Investment Management | $50,000 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ TOFIAS Service code 10 · EIN 43-1947695 | Accounting | $15,000 |
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 | $125,627 | $67,166+87.0% | $57,357+119.0% | $55,191+127.6% |
| Participation rate | 98.6% | 77.7%+20.9pp | 75.1%+23.5pp | 69.2%+29.4pp |
| Annual return | 1.98% | 4.22%-2.2pp | 24.41%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $5,431 | $2,812+93.1% | $2,689+102.0% | $1,899+186.0% |
| Participant deferral / active EE | $4,029 | $2,835+42.1% | $3,162+27.4% | $3,046+32.3% |
| Admin fee / account holder | $42 | $44-3.5% | $3,357-98.7% | $91-53.7% |