Filed August 8, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2 years Service code 16 · EIN 20-4668732 | Consulting | $38,877 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $6,289 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,247,126 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,003 | $66,513-5.3% | $178,490-64.7% | $106,222-40.7% |
| Participation rate | 92.9% | 73.8%+19.1pp | 81.9%+11.0pp | 70.8%+22.1pp |
| Annual return | 17.46% | 21.81%-4.4pp | 151.07%-133.6pp | 21.69%-4.2pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $5,372 | $3,679+46.0% | $5,202+3.3% | $4,600+16.8% |
| Admin fee / account holder | $10 | $53-81.8% | $13,984-99.9% | $78-87.6% |