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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $308,884 |
CAMMACK LARHETTE ADVISORS3 years Filed as: CAMMACK LARHETTE BROKERAGE INC Service code 27 · EIN 04-3516344 | Advisory (Plan) | $85,000 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $30,400 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME 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.
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 | $110,766 | $56,095+97.5% | $178,510-37.9% | $90,274+22.7% |
| Participation rate | 61.8% | 65.6%-3.7pp | 81.9%-20.1pp | 73.4%-11.5pp |
| Annual return | 12.20% | 28.81%-16.6pp | 151.13%-138.9pp | 53.97%-41.8pp |
| Employer contribution / active EE | $1,423 | $1,572-9.5% | $5,011-71.6% | $2,523-43.6% |
| Participant deferral / active EE | $3,293 | $2,669+23.4% | $5,202-36.7% | $4,231-22.2% |
| Admin fee / account holder | $259 | $101+157.2% | $13,988-98.1% | $114+126.9% |