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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $12,839 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $7,419 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,265 | $51,769+151.6% | $57,356+127.1% | $52,331+148.9% |
| Participation rate | 62.9% | 75.2%-12.4pp | 75.1%-12.2pp | 68.1%-5.2pp |
| Annual return | -0.17% | 2.43%-2.6pp | 24.41%-24.6pp | 4.54%-4.7pp |
| Employer contribution / active EE | $3,715 | $2,335+59.1% | $2,689+38.2% | $1,882+97.4% |
| Participant deferral / active EE | $6,261 | $2,794+124.1% | $3,162+98.0% | $3,022+107.2% |
| Admin fee / account holder | $110 | $295-62.7% | $3,357-96.7% | $592-81.4% |