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 | $32,648 |
Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $7,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,386 | $62,928-46.9% | $172,753-80.7% | $67,582-50.6% |
| Participation rate | 51.3% | 64.5%-13.2pp | 82.6%-31.3pp | 71.3%-20.0pp |
| Annual return | 15.85% | 30.36%-14.5pp | 803.00%-787.2pp | 378.57%-362.7pp |
| Employer contribution / active EE | $512 | $1,636-68.7% | $5,144-90.0% | $2,148-76.1% |
| Participant deferral / active EE | $1,204 | $2,145-43.8% | $5,198-76.8% | $3,539-66.0% |
| Admin fee / account holder | $98 | $167-41.2% | $13,956-99.3% | $142-31.2% |