Filed May 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $35,489 |
LITTLER MENDELSON, P.C.1+ years Service code 29 · EIN 94-2602731 | Legal | $14,485 |
QUINNIPIAC UNIVERSITY1+ years Service code 10 · EIN 06-0646701 | Accounting | $12,195 |
DKC RETIREMENT ASSOC. LLC1+ years Filed as: DKC RETIREMENT ASSOCIATES LLC Service code 16 · EIN 04-4380569 | Consulting | $6,500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,439 | $112,772-15.4% | $57,357+66.4% | $59,188+61.2% |
| Participation rate | 98.5% | 71.3%+27.2pp | 75.1%+23.4pp | 69.4%+29.1pp |
| Annual return | 1.77% | 0.85%+0.9pp | 24.41%-22.6pp | 5.51%-3.7pp |
| Employer contribution / active EE | $6,062 | $3,400+78.3% | $2,689+125.4% | $2,098+188.9% |
| Participant deferral / active EE | $1,421 | $3,010-52.8% | $3,162-55.0% | $3,265-56.5% |
| Admin fee / account holder | $38 | $144-73.9% | $3,357-98.9% | $92-59.3% |