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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $42,917 |
KPMG LLP2+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $8,500 |
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 | $107,664 | $68,408+57.4% | $57,196+88.2% | $57,658+86.7% |
| Participation rate | 99.2% | 79.1%+20.0pp | 75.3%+23.8pp | 70.2%+28.9pp |
| Annual return | 6.47% | 8.51%-2.0pp | 14.59%-8.1pp | 5.13%+1.3pp |
| Employer contribution / active EE | $3,228 | $2,869+12.5% | $2,683+20.3% | $1,974+63.6% |
| Participant deferral / active EE | $4,938 | $2,903+70.1% | $3,096+59.5% | $3,061+61.4% |
| Admin fee / account holder | $34 | $70-51.1% | $3,141-98.9% | $95-64.0% |