Filed June 23, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS6+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $65,279 |
TIAA6+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $36,365 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 19 · EIN 74-1625348 | Securities Custodian | $16,477 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,287 | $84,948+74.6% | $70,449+110.5% | $73,409+102.0% |
| Participation rate | 99.2% | 79.9%+19.2pp | 75.1%+24.1pp | 72.2%+27.0pp |
| Annual return | 11.59% | 13.39%-1.8pp | 109.03%-97.4pp | 59.29%-47.7pp |
| Employer contribution / active EE | $3,014 | $2,834+6.4% | $2,737+10.1% | $2,234+34.9% |
| Participant deferral / active EE | $4,943 | $3,387+45.9% | $3,709+33.3% | $3,805+29.9% |
| Admin fee / account holder | $75 | $98-23.5% | $3,845-98.0% | $158-52.5% |