Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK RETIREMENT Service code 10 · EIN 13-3052851 | Accounting | $31,816 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$811,836 |
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 | $61,272 | $49,270+24.4% | $156,551-60.9% | $329,111-81.4% |
| Participation rate | 70.1% | 68.1%+2.0pp | 84.0%-13.9pp | 67.9%+2.3pp |
| Annual return | 8.72% | 23.25%-14.5pp | 32.23%-23.5pp | 16.35%-7.6pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $4,754 | $2,920+62.8% | $4,871-2.4% | $3,682+29.1% |
| Admin fee / account holder | $9 | $51-83.1% | $13,028-99.9% | $754-98.9% |