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 ADVISORS1+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $22,136 |
Filed as: FIDELITY Service code 12 · EIN 04-2647786 | Direct payment from the plan; Claims ... | $500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $138,451 | $70,002+97.8% | $115,038+20.4% | $52,331+164.6% |
| Participation rate | 96.4% | 72.1%+24.3pp | 81.4%+15.1pp | 68.1%+28.3pp |
| Annual return | 4.80% | 4.04%+0.8pp | 26.14%-21.3pp | 4.54%+0.3pp |
| Employer contribution / active EE | $10,235 | $2,715+277.0% | $4,608+122.1% | $1,882+443.9% |
| Participant deferral / active EE | $6,409 | $4,920+30.3% | $6,026+6.4% | $3,022+112.1% |
| Admin fee / account holder | $52 | $566-90.8% | $8,175-99.4% | $592-91.2% |