Filed June 23, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $62,833 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 19 · EIN 74-1625348 | Securities Custodian | $18,910 |
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,660 |
TIAA1+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $384 |
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 | $108,570 | $67,166+61.6% | $57,356+89.3% | $55,191+96.7% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%0pp | 69.2%+5.9pp |
| Annual return | 2.16% | 4.22%-2.1pp | 24.41%-22.2pp | 10.78%-8.6pp |
| Employer contribution / active EE | $3,722 | $2,812+32.4% | $2,689+38.4% | $1,899+96.0% |
| Participant deferral / active EE | $4,146 | $2,835+46.2% | $3,162+31.1% | $3,046+36.1% |
| Admin fee / account holder | $52 | $44+19.4% | $3,357-98.5% | $91-42.7% |