Filed May 18, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS4+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $39,600 |
QUINNIPIAC UNIVERSITY4+ years Service code 10 · EIN 06-0646701 | Accounting | $23,970 |
DKC RETIREMENT ASSOC. LLC4+ years Filed as: DKC RETIREMENT ASSOCIATES LLC Service code 16 · EIN 04-4380569 | Consulting | $6,650 |
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 | $99,732 | $87,173+14.4% | $59,899+66.5% | $75,289+32.5% |
| Participation rate | 98.3% | 74.5%+23.8pp | 74.7%+23.6pp | 72.4%+25.9pp |
| Annual return | -3.35% | -2.14%-1.2pp | 3.46%-6.8pp | -0.04%-3.3pp |
| Employer contribution / active EE | $6,536 | $3,473+88.2% | $2,723+140.0% | $2,405+171.8% |
| Participant deferral / active EE | $1,299 | $3,379-61.6% | $3,403-61.8% | $3,739-65.3% |
| Admin fee / account holder | $41 | $75-44.9% | $3,592-98.9% | $102-59.7% |