Filed December 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $27,297 |
Filed as: FIDELITY INVT INSTITUTIONAL OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST INSTITUTIONAL OP Service code 37 · EIN 04-2647786 | Loan Processing | -$31,516 |
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 | $103,969 | $85,199+22.0% | $57,196+81.8% | $63,975+62.5% |
| Participation rate | 57.3% | 74.0%-16.7pp | 75.3%-18.0pp | 71.1%-13.8pp |
| Annual return | 9.40% | 10.43%-1.0pp | 14.59%-5.2pp | 48.65%-39.3pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,683-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $4,014 | $3,109+29.1% | $3,096+29.7% | $3,356+19.6% |
| Admin fee / account holder | $1 | $39-96.4% | $3,141-100.0% | $70-98.0% |