Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS5+ years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $24,000 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,823 |
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 | $145,447 | $60,795+139.2% | $69,461+109.4% | $65,185+123.1% |
| Participation rate | 87.4% | 74.9%+12.5pp | 74.6%+12.8pp | 70.2%+17.2pp |
| Annual return | 20.12% | 17.46%+2.7pp | 28.97%-8.9pp | 29.38%-9.3pp |
| Employer contribution / active EE | $4,734 | $2,452+93.0% | $2,779+70.3% | $2,177+117.5% |
| Participant deferral / active EE | $8,342 | $3,162+163.8% | $3,536+135.9% | $3,514+137.4% |
| Admin fee / account holder | $13 | $314-95.7% | $3,840-99.7% | $847-98.4% |