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 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,783 | $92,091-1.4% | $63,018+44.1% | $77,958+16.5% |
| Participation rate | 96.5% | 74.5%+22.0pp | 74.8%+21.7pp | 71.6%+24.8pp |
| Annual return | 14.84% | 16.23%-1.4pp | 87.63%-72.8pp | 20.87%-6.0pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,761-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $5,911 | $3,361+75.9% | $3,330+77.5% | $3,537+67.1% |
| Admin fee / account holder | $10 | $48-78.8% | $3,601-99.7% | $97-89.6% |