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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $107,105 |
CAMMACK LARHETTE ADVISORS2 years Service code 28 · EIN 20-4668732 | Investment Management | $64,167 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,261 | $46,219+69.3% | $89,414-12.5% | $90,274-13.3% |
| Participation rate | 83.3% | 44.9%+38.4pp | 68.0%+15.3pp | 73.4%+9.9pp |
| Annual return | 14.59% | 25.71%-11.1pp | 245.50%-230.9pp | 53.97%-39.4pp |
| Employer contribution / active EE | $2,360 | $953+147.7% | $2,586-8.7% | $2,523-6.5% |
| Participant deferral / active EE | $5,510 | $2,136+157.9% | $3,890+41.7% | $4,231+30.2% |
| Admin fee / account holder | $148 | $147+0.6% | $4,883-97.0% | $114+29.5% |