Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $338,569 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $73,876 |
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 | $64,609 | $56,095+15.2% | $178,499-63.8% | $90,274-28.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 14.42% | 28.81%-14.4pp | 151.10%-136.7pp | 53.97%-39.6pp |
| Employer contribution / active EE | $1,829 | $1,572+16.3% | $5,011-63.5% | $2,523-27.5% |
| Participant deferral / active EE | $3,249 | $2,669+21.8% | $5,202-37.5% | $4,231-23.2% |
| Admin fee / account holder | $212 | $101+110.8% | $13,986-98.5% | $114+86.0% |