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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS4+ years Service code 28 · EIN 20-4668732 | Investment Management | $67,765 |
KPMG LLP2 years Service code 28 · EIN 13-5565207 | Investment Management | $5,000 |
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 | $106,622 | $70,083+52.1% | $59,887+78.0% | $55,725+91.3% |
| Participation rate | 98.4% | 78.4%+20.1pp | 74.7%+23.7pp | 70.9%+27.6pp |
| Annual return | -2.05% | 3.13%-5.2pp | 3.46%-5.5pp | 244.93%-247.0pp |
| Employer contribution / active EE | $3,186 | $2,878+10.7% | $2,722+17.0% | $2,078+53.3% |
| Participant deferral / active EE | $5,803 | $3,079+88.5% | $3,402+70.6% | $3,356+72.9% |
| Admin fee / account holder | $45 | $70-35.8% | $3,591-98.7% | $115-60.8% |