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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS5+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $17,293 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $13,213 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 12 · EIN 23-1945930 | Recordkeeping and information managem... | $3,355 |
Filed as: FIDELITY INVT INST OP CO. INC. Service code 12 · EIN 04-2647786 | Recordkeeping and information managem... | $480 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,037 | $88,122+44.2% | $141,197-10.0% | $67,582+88.0% |
| Participation rate | 97.6% | 76.5%+21.2pp | 82.5%+15.1pp | 71.3%+26.3pp |
| Annual return | 17.77% | 75.40%-57.6pp | 71.41%-53.6pp | 378.57%-360.8pp |
| Employer contribution / active EE | $7,262 | $3,224+125.2% | $4,736+53.3% | $2,148+238.1% |
| Participant deferral / active EE | $5,120 | $5,958-14.1% | $6,710-23.7% | $3,539+44.7% |
| Admin fee / account holder | $47 | $131-64.4% | $10,265-99.5% | $142-67.3% |