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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Service code 28 · EIN 20-4668732 | Investment Management | $12,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,254 | $74,552+47.9% | $63,018+75.0% | $69,631+58.3% |
| Participation rate | 52.6% | 78.3%-25.7pp | 74.8%-22.2pp | 70.7%-18.1pp |
| Annual return | 12.57% | 15.77%-3.2pp | 87.62%-75.1pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $3,355 | $2,929+14.6% | $2,761+21.5% | $2,032+65.1% |
| Participant deferral / active EE | $2,039 | $2,974-31.4% | $3,330-38.8% | $3,224-36.7% |
| Admin fee / account holder | $14 | $59-76.9% | $3,601-99.6% | $110-87.6% |