Filed August 9, 2017 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS3+ years Service code 16 · EIN 20-4668732 | Consulting | $45,000 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $19,708 |
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 | $113,308 | $98,180+15.4% | $63,018+79.8% | $177,276-36.1% |
| Participation rate | 99.0% | 75.3%+23.7pp | 74.8%+24.2pp | 74.8%+24.2pp |
| Annual return | 12.89% | 16.81%-3.9pp | 87.63%-74.7pp | 21.25%-8.4pp |
| Employer contribution / active EE | $5,948 | $3,885+53.1% | $2,761+115.5% | $2,479+139.9% |
| Participant deferral / active EE | $0 | $3,805-100.0% | $3,330-100.0% | $3,881-100.0% |
| Admin fee / account holder | $6 | $31-82.2% | $3,601-99.8% | $154-96.4% |