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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $24,000 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,828 |
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 | $127,832 | $43,338+195.0% | $59,887+113.5% | $64,173+99.2% |
| Participation rate | 95.8% | 69.2%+26.7pp | 74.7%+21.1pp | 69.6%+26.3pp |
| Annual return | -4.25% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $5,119 | $2,030+152.2% | $2,722+88.0% | $2,381+115.0% |
| Participant deferral / active EE | $8,730 | $2,547+242.7% | $3,402+156.6% | $3,470+151.6% |
| Admin fee / account holder | $13 | $3,007-99.6% | $3,591-99.6% | $4,887-99.7% |