Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2 years Service code 28 · EIN 20-4668732 | Investment Management | $15,259 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $6,239 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$438,633 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,967 | $58,202-57.1% | $172,757-85.5% | $89,609-72.1% |
| Participation rate | 83.2% | 72.8%+10.3pp | 82.6%+0.5pp | 69.6%+13.6pp |
| Annual return | 21.98% | 61.59%-39.6pp | 803.06%-781.1pp | 33.65%-11.7pp |
| Employer contribution / active EE | $2,737 | $1,759+55.6% | $5,144-46.8% | $2,584+5.9% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,222-100.0% |
| Admin fee / account holder | $10 | $53-80.5% | $13,956-99.9% | $72-85.7% |