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 | $80,928 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $14,776 |
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 | $54,366 | $52,293+4.0% | $178,503-69.5% | $73,412-25.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 17.19% | 34.75%-17.6pp | 151.12%-133.9pp | 59.30%-42.1pp |
| Employer contribution / active EE | $8,767 | $1,736+404.9% | $5,011+74.9% | $2,234+292.5% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $177 | $127+39.2% | $13,987-98.7% | $158+12.2% |