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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS3+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $35,363 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $13,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $4,500 |
Annual investment return 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 | $116,562 | $92,091+26.6% | $63,018+85.0% | $77,958+49.5% |
| Participation rate | 85.9% | 74.5%+11.4pp | 74.8%+11.1pp | 71.6%+14.2pp |
| Annual return | 12.53% | 16.23%-3.7pp | 87.62%-75.1pp | 20.87%-8.3pp |
| Employer contribution / active EE | $2,634 | $3,424-23.1% | $2,761-4.6% | $2,310+14.0% |
| Participant deferral / active EE | $4,380 | $3,361+30.3% | $3,330+31.5% | $3,537+23.8% |
| Admin fee / account holder | $34 | $48-28.8% | $3,601-99.1% | $97-65.0% |