Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $215,131 |
Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $55,406 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Ac... | $6,380 |
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 | $55,703 | $47,456+17.4% | $172,755-67.8% | $77,775-28.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 18.46% | 35.57%-17.1pp | 802.94%-784.5pp | 32.58%-14.1pp |
| Employer contribution / active EE | $1,632 | $1,574+3.7% | $5,144-68.3% | $2,504-34.8% |
| Participant deferral / active EE | $2,796 | $2,560+9.2% | $5,198-46.2% | $3,966-29.5% |
| Admin fee / account holder | $140 | $81+73.0% | $13,955-99.0% | $100+39.8% |