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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $240,926 |
Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $42,500 |
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $1,986 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · MEW YORK, NY 10022 | Recordkeeping | $122 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $68 |
Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $15 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $87,397 | $44,989+94.3% | $170,435-48.7% | $77,958+12.1% |
| Participation rate | 35.8% | 64.6%-28.8pp | 83.6%-47.8pp | 71.6%-35.8pp |
| Annual return | 13.35% | 19.61%-6.3pp | 205.94%-192.6pp | 20.87%-7.5pp |
| Employer contribution / active EE | $1,018 | $1,466-30.6% | $5,432-81.3% | $2,310-55.9% |
| Participant deferral / active EE | $2,620 | $2,208+18.7% | $4,939-47.0% | $3,537-25.9% |
| Admin fee / account holder | $199 | $69+188.6% | $13,881-98.6% | $97+104.4% |