Filed July 9, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Service code 28 · EIN 20-4668732 | Investment Management | $52,500 |
MP P.C.1 year Filed as: MORIARTY & PRIMACK, P.C. Service code 10 · EIN 04-3191789 | Accounting | $9,250 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $141 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $130,129 | $68,408+90.2% | $57,196+127.5% | $57,661+125.7% |
| Participation rate | 98.2% | 79.1%+19.0pp | 75.3%+22.9pp | 70.2%+28.0pp |
| Annual return | 6.51% | 8.51%-2.0pp | 14.59%-8.1pp | 5.13%+1.4pp |
| Employer contribution / active EE | $5,376 | $2,869+87.4% | $2,683+100.4% | $1,974+172.4% |
| Participant deferral / active EE | $3,933 | $2,903+35.5% | $3,096+27.0% | $3,061+28.5% |
| Admin fee / account holder | $39 | $70-43.7% | $3,141-98.8% | $95-58.6% |