Filed August 9, 2017 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Service code 16 · EIN 20-4668732 | Consulting | $45,000 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $19,134 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $49 |
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 | $105,213 | $91,420+15.1% | $57,196+84.0% | $65,292+61.1% |
| Participation rate | 99.1% | 72.6%+26.5pp | 75.3%+23.7pp | 72.4%+26.6pp |
| Annual return | 6.46% | 7.55%-1.1pp | 14.59%-8.1pp | 11.84%-5.4pp |
| Employer contribution / active EE | $5,874 | $3,776+55.6% | $2,683+118.9% | $2,302+155.2% |
| Participant deferral / active EE | $0 | $3,512-100.0% | $3,096-100.0% | $3,579-100.0% |
| Admin fee / account holder | $6 | $22-74.2% | $3,141-99.8% | $57-90.2% |