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 ADVISORS2+ years Filed as: CAMMACK RETIREMENT GROUP Service code 11 · EIN 13-3052851 | Actuarial | $41,134 |
BMO HARRIS BANK NA2+ years Filed as: BMO FINANCIAL GROUP Service code 21 | Bank Trustee | $25,000 |
GARDNER RUSSO1 year Filed as: GARDNER, RUSSO & GARDNER LLC Service code 19 · EIN 23-2673088 | Securities Custodian | $18,042 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 19 · EIN 22-3361201 | Securities Custodian | $15,772 |
PFK O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $500 |
NIXON PEABODY LLP2+ years Filed as: NIXON PEABODY, LLP Service code 29 · EIN 16-0764720 | Legal | $0 |
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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 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 15.48% | 10.78%+4.7pp | 8.93%+6.6pp | 13.95%+1.5pp |
| Employer contribution / active EE | $3,685 | $10,694-65.5% | $43,470-91.5% | $16,598-77.8% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |