Filed August 8, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS3 years Service code 16 · EIN 20-4668732 | Consulting | $77,815 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC. Service code 16 · EIN 53-0181291 | Consulting | $8,178 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,654,968 |
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 | $78,953 | $68,062+16.0% | $185,823-57.5% | $106,520-25.9% |
| Participation rate | 77.5% | 75.2%+2.3pp | 81.7%-4.2pp | 71.3%+6.2pp |
| Annual return | 15.41% | 18.20%-2.8pp | 122.05%-106.6pp | 19.28%-3.9pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,167-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $5,794 | $3,990+45.2% | $5,568+4.1% | $4,948+17.1% |
| Admin fee / account holder | $14 | $53-72.9% | $16,237-99.9% | $75-80.8% |