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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS3+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $18,230 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Recordkeeping and information managem... | $1,650 |
Filed as: FIDELITY Service code 12 · EIN 04-2647786 | Recordkeeping and information managem... | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,815 | $155,795-21.8% | $136,298-10.6% | $69,631+74.9% |
| Participation rate | 98.0% | 75.2%+22.7pp | 81.9%+16.0pp | 70.7%+27.3pp |
| Annual return | 15.86% | 232464.33%-232448.5pp | 5156.27%-5140.4pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $6,881 | $2,991+130.1% | $4,696+46.5% | $2,032+238.6% |
| Participant deferral / active EE | $4,325 | $5,394-19.8% | $6,247-30.8% | $3,224+34.2% |
| Admin fee / account holder | $30 | $128-76.4% | $9,244-99.7% | $110-72.6% |