Filed June 25, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK RETIREMENT GROUP Service code 11 · EIN 13-3052851 | Actuarial | $72,699 |
BMO HARRIS BANK NA1+ years Filed as: BMO FINANCIAL GROUP Service code 21 | Bank Trustee | $43,688 |
PKF O'CONNOR DAVIES, LLP1+ years Service code 10 · EIN 27-1728945 | Accounting | $14,300 |
NIXON PEABODY LLP1+ years Filed as: NIXON PEABODY, LLP Service code 29 · EIN 16-0764720 | Legal | $6,678 |
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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 | $0 | $49,677-100.0% | $115,507-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 3.6%-3.6pp |
| Annual return | -5.76% | 4.65%-10.4pp | 4.07%-9.8pp | 11.88%-17.6pp |
| Employer contribution / active EE | $2,650 | $13,858-80.9% | $45,149-94.1% | $14,612-81.9% |
| Participant deferral / active EE | $0 | $136-100.0% | $92-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $203,571-100.0% | $637-100.0% |