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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $286,814 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE BROKERAGE INC Service code 27 · EIN 04-3516344 | Advisory (Plan) | $85,000 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $28,200 |
Service code 56 · EIN 13-1740126 | Non-monetary compensation | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,271 | $47,456+115.5% | $172,757-40.8% | $77,775+31.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 17.33% | 35.57%-18.2pp | 803.06%-785.7pp | 32.58%-15.2pp |
| Employer contribution / active EE | $2,071 | $1,574+31.6% | $5,144-59.7% | $2,504-17.3% |
| Participant deferral / active EE | $5,368 | $2,560+109.7% | $5,198+3.3% | $3,966+35.3% |
| Admin fee / account holder | $253 | $81+213.1% | $13,956-98.2% | $100+153.0% |