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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 28 · EIN 20-4668732 | Investment Management | $16,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,226 | $68,408+50.9% | $57,196+80.5% | $57,658+79.0% |
| Participation rate | 46.8% | 79.1%-32.3pp | 75.3%-28.5pp | 70.2%-23.4pp |
| Annual return | 1.45% | 8.51%-7.1pp | 14.59%-13.1pp | 5.13%-3.7pp |
| Employer contribution / active EE | $3,291 | $2,869+14.7% | $2,683+22.7% | $1,974+66.7% |
| Participant deferral / active EE | $1,849 | $2,903-36.3% | $3,096-40.3% | $3,061-39.6% |
| Admin fee / account holder | $19 | $70-73.1% | $3,141-99.4% | $95-80.2% |