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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS6+ years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $24,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,418 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $143,479 | $65,322+119.6% | $70,476+103.6% | $73,493+95.2% |
| Participation rate | 94.1% | 77.0%+17.1pp | 75.1%+19.0pp | 70.7%+23.4pp |
| Annual return | 13.45% | 15.71%-2.3pp | 109.12%-95.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $4,835 | $2,460+96.5% | $2,738+76.6% | $2,270+113.0% |
| Participant deferral / active EE | $7,824 | $3,375+131.8% | $3,710+110.9% | $3,740+109.2% |
| Admin fee / account holder | $17 | $214-92.2% | $3,847-99.6% | $513-96.7% |