Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK RETIREMENT Service code 99 · EIN 13-3052851 | Other Fees | $155,324 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $55,754 |
WIGGIN & DANA LLP1+ years Filed as: WIGGIN AND DANA Service code 99 265 CHURCH STREET · NEW HAVEN, CT 06508 | Other Fees | $25,429 |
YALE NEW HAVEN HEALTH1+ years Service code 99 · EIN 06-0646652 | Other Fees | $17,420 |
MARCUM LLP1+ years Service code 10 · EIN 11-1986323 | Accounting | $14,102 |
THE SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING Service code 16 333 WEST 34TH STREET · NEW YORK, NY 10001 | Consulting | $7,018 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$998,565 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,490 | $46,516+17.1% | $147,618-63.1% | $69,651-21.8% |
| Participation rate | 73.9% | 65.8%+8.1pp | 84.6%-10.7pp | 66.6%+7.3pp |
| Annual return | 1.90% | 9.48%-7.6pp | 61.98%-60.1pp | 53.77%-51.9pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,685 | $2,719+72.3% | $4,895-4.3% | $3,635+28.9% |
| Admin fee / account holder | $8 | $45-82.8% | $11,612-99.9% | $63-87.9% |