Filed August 9, 2017 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 16 · EIN 20-4668732 | Consulting | $45,000 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $18,576 |
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 | $103,025 | $78,181+31.8% | $57,357+79.6% | $67,505+52.6% |
| Participation rate | 99.2% | 76.6%+22.6pp | 75.1%+24.1pp | 71.2%+27.9pp |
| Annual return | 2.05% | 2.76%-0.7pp | 24.41%-22.4pp | 6.52%-4.5pp |
| Employer contribution / active EE | $5,867 | $3,924+49.5% | $2,689+118.2% | $2,173+170.0% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $3,162-100.0% | $3,597-100.0% |
| Admin fee / account holder | $6 | $27-78.7% | $3,357-99.8% | $56-90.0% |