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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $28,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,592 |
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 | $126,693 | $39,132+223.8% | $57,196+121.5% | $62,881+101.5% |
| Participation rate | 83.2% | 70.5%+12.7pp | 75.3%+7.8pp | 69.3%+13.9pp |
| Annual return | 5.53% | 9.24%-3.7pp | 14.59%-9.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $5,003 | $1,874+167.0% | $2,683+86.5% | $2,281+119.4% |
| Participant deferral / active EE | $8,347 | $2,374+251.5% | $3,096+169.6% | $3,203+160.6% |
| Admin fee / account holder | $13 | $2,594-99.5% | $3,141-99.6% | $4,296-99.7% |