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 ADVISORS3+ years Filed as: CAMMACK RETIREMENT GROUP Service code 11 · EIN 13-3052851 | Actuarial | $37,163 |
GARDNER RUSSO2 years Filed as: GARDNER, RUSSO & GARDNER LLC Service code 19 · EIN 23-2673088 | Securities Custodian | $22,973 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 19 · EIN 22-3361201 | Securities Custodian | $19,981 |
BMO HARRIS BANK NA3+ years Filed as: BMO FINANCIAL GROUP Service code 21 | Bank Trustee | $15,586 |
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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 | $37,197-100.0% | $171,071-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 4.7%-4.7pp |
| Annual return | 6.23% | -1.76%+8.0pp | -3.19%+9.4pp | -0.69%+6.9pp |
| Employer contribution / active EE | $5,000 | $13,257-62.3% | $48,658-89.7% | $16,786-70.2% |
| Participant deferral / active EE | $0 | $0 | $273-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,129-100.0% | $124-100.0% |