Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK RETIREMENT GROUP Service code 11 · EIN 13-3052851 | Actuarial | $101,382 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 20 · EIN 20-8764829 | Trustee (individual) | $57,177 |
BDO USA, LLP1 year Service code 10 · EIN 13-5831590 | Accounting | $17,200 |
ADP BROKER-DEALER2+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $6,841 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 20 · EIN 23-1945930 | Trustee (individual) | $1,513 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 6.66% | 12.40%-5.7pp | 10.16%-3.5pp | 23.90%-17.2pp |
| Employer contribution / active EE | $4,098 | $8,748-53.2% | $33,192-87.7% | $16,539-75.2% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |