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 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,937 | $85,199-5.0% | $57,179+41.6% | $63,975+26.5% |
| Participation rate | 96.8% | 74.0%+22.7pp | 75.3%+21.4pp | 71.1%+25.6pp |
| Annual return | 9.77% | 10.43%-0.7pp | 14.59%-4.8pp | 48.65%-38.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,682-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,791 | $3,109+86.3% | $3,096+87.0% | $3,356+72.5% |
| Admin fee / account holder | $10 | $39-73.3% | $3,139-99.7% | $70-85.3% |