Filed January 29, 2016 (most recent of 8 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 14 · EIN 13-1624203 | Plan Administrator | $68,859 |
CAMMACK LARHETTE ADVISORS4 years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $57,750 |
BONADIO & CO., LLP4 years Service code 10 · EIN 16-1131146 | Accounting | $11,000 |
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 | $173,231 | $84,948+103.9% | $70,492+145.7% | $73,415+136.0% |
| Participation rate | 99.6% | 79.9%+19.6pp | 75.1%+24.5pp | 72.2%+27.4pp |
| Annual return | 12.29% | 13.39%-1.1pp | 109.16%-96.9pp | 59.30%-47.0pp |
| Employer contribution / active EE | $7,562 | $2,834+166.9% | $2,738+176.2% | $2,234+238.5% |
| Participant deferral / active EE | $5,531 | $3,387+63.3% | $3,711+49.0% | $3,806+45.3% |
| Admin fee / account holder | $80 | $98-18.8% | $3,848-97.9% | $158-49.6% |