Filed August 8, 2023 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS4 years Service code 28 · EIN 20-4668732 | Investment Management | $194,688 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $27,639 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$866,776 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,967 | $68,062-48.6% | $185,854-81.2% | $106,520-67.2% |
| Participation rate | 74.4% | 75.2%-0.8pp | 81.7%-7.3pp | 71.3%+3.1pp |
| Annual return | 15.35% | 18.20%-2.8pp | 122.12%-106.8pp | 19.28%-3.9pp |
| Employer contribution / active EE | $3,046 | $1,997+52.5% | $5,169-41.1% | $2,840+7.2% |
| Participant deferral / active EE | $0 | $3,990-100.0% | $5,569-100.0% | $4,948-100.0% |
| Admin fee / account holder | $11 | $53-79.4% | $16,246-99.9% | $75-85.4% |