Filed May 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS4+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $26,400 |
QUINNIPIAC UNIVERSITY4+ years Service code 10 · EIN 06-0646701 | Accounting | $13,651 |
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 | $96,035 | $87,173+10.2% | $59,899+60.3% | $75,289+27.6% |
| Participation rate | 98.1% | 74.5%+23.6pp | 74.7%+23.4pp | 72.4%+25.7pp |
| Annual return | -1.12% | -2.14%+1.0pp | 3.46%-4.6pp | -0.04%-1.1pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,723-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,941 | $3,379+105.4% | $3,403+104.0% | $3,739+85.7% |
| Admin fee / account holder | $32 | $75-57.5% | $3,592-99.1% | $102-69.0% |