Filed May 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS6+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $33,600 |
QUINNIPIAC UNIVERSITY6+ years Service code 10 · EIN 06-0646701 | Accounting | $25,265 |
Service code 29 · EIN 68-0115281 | Legal | $16,552 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,863 | $105,581+21.1% | $70,492+81.4% | $90,274+41.6% |
| Participation rate | 97.5% | 77.5%+20.0pp | 75.1%+22.5pp | 73.4%+24.2pp |
| Annual return | 12.68% | 14.78%-2.1pp | 109.16%-96.5pp | 53.97%-41.3pp |
| Employer contribution / active EE | $6,833 | $3,304+106.8% | $2,738+149.5% | $2,523+170.8% |
| Participant deferral / active EE | $1,219 | $3,813-68.0% | $3,711-67.1% | $4,231-71.2% |
| Admin fee / account holder | $54 | $68-19.7% | $3,848-98.6% | $114-52.5% |