Filed May 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS3+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $33,600 |
QUINNIPIAC UNIVERSITY3+ years Service code 10 · EIN 06-0646701 | Accounting | $24,743 |
DKC RETIREMENT ASSOC. LLC3+ years Filed as: DKC RETIREMENT ASSOCIATES LLC Service code 16 · EIN 04-4380569 | Consulting | $6,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,625 | $92,091+13.6% | $63,018+66.0% | $77,958+34.2% |
| Participation rate | 98.9% | 74.5%+24.4pp | 74.8%+24.1pp | 71.6%+27.3pp |
| Annual return | 13.96% | 16.23%-2.3pp | 87.63%-73.7pp | 20.87%-6.9pp |
| Employer contribution / active EE | $6,352 | $3,424+85.5% | $2,761+130.1% | $2,310+174.9% |
| Participant deferral / active EE | $1,380 | $3,361-58.9% | $3,330-58.5% | $3,537-61.0% |
| Admin fee / account holder | $39 | $48-18.5% | $3,601-98.9% | $97-59.9% |