Filed May 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS5+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $33,600 |
QUINNIPIAC UNIVERSITY5+ years Service code 10 · EIN 06-0646701 | Accounting | $23,093 |
CLC INCORPORATED1 year Service code 29 · EIN 68-0115281 | Legal | $15,688 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $113,169 | $204,517-44.7% | $69,480+62.9% | $77,775+45.5% |
| Participation rate | 97.8% | 74.6%+23.1pp | 74.6%+23.1pp | 73.2%+24.5pp |
| Annual return | 17.69% | 22.10%-4.4pp | 28.99%-11.3pp | 32.58%-14.9pp |
| Employer contribution / active EE | $6,656 | $3,548+87.6% | $2,780+139.4% | $2,504+165.8% |
| Participant deferral / active EE | $1,242 | $3,478-64.3% | $3,537-64.9% | $3,966-68.7% |
| Admin fee / account holder | $42 | $101-58.6% | $3,840-98.9% | $100-58.4% |