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 | $46,842 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $9,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,367 | $52,293-24.7% | $178,503-77.9% | $73,412-46.4% |
| Participation rate | 50.7% | 65.3%-14.7pp | 81.9%-31.3pp | 72.2%-21.5pp |
| Annual return | 11.20% | 34.75%-23.6pp | 151.12%-139.9pp | 59.30%-48.1pp |
| Employer contribution / active EE | $487 | $1,736-72.0% | $5,011-90.3% | $2,234-78.2% |
| Participant deferral / active EE | $1,025 | $2,333-56.1% | $5,202-80.3% | $3,806-73.1% |
| Admin fee / account holder | $145 | $127+13.9% | $13,987-99.0% | $158-8.2% |