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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $24,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,698 |
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 | $141,643 | $45,050+214.4% | $63,018+124.8% | $70,126+102.0% |
| Participation rate | 91.6% | 69.5%+22.1pp | 74.8%+16.8pp | 69.5%+22.0pp |
| Annual return | 16.48% | 18.76%-2.3pp | 87.62%-71.1pp | 73.15%-56.7pp |
| Employer contribution / active EE | $5,084 | $2,052+147.8% | $2,761+84.2% | $2,343+117.0% |
| Participant deferral / active EE | $8,608 | $2,466+249.1% | $3,330+158.5% | $3,332+158.4% |
| Admin fee / account holder | $13 | $2,834-99.6% | $3,601-99.7% | $4,645-99.7% |