Filed July 9, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS3+ years Service code 27 · EIN 20-4668732 40 WALL ST FL 56TH · NEW YORK, NY 100051304 | Advisory (Plan) | $52,275 |
MP P.C.1 year Filed as: THE MP GROUP, P.C. Service code 10 · EIN 04-3191789 ONE MONARCH PLACE SUITE 900 · SPRINGFIELD, MA 011444006 | Accounting | $9,300 |
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 | $143,329 | $74,552+92.3% | $63,018+127.4% | $69,634+105.8% |
| Participation rate | 97.8% | 78.3%+19.6pp | 74.8%+23.0pp | 70.7%+27.1pp |
| Annual return | 14.25% | 15.77%-1.5pp | 87.63%-73.4pp | 27572.26%-27558.0pp |
| Employer contribution / active EE | $5,401 | $2,929+84.4% | $2,761+95.6% | $2,032+165.8% |
| Participant deferral / active EE | $4,074 | $2,974+37.0% | $3,330+22.4% | $3,224+26.4% |
| Admin fee / account holder | $39 | $59-34.1% | $3,601-98.9% | $110-64.5% |