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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Service code 28 · EIN 20-4668732 | Investment Management | $80,000 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $5,337 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $145,234 | $55,182+163.2% | $73,309+98.1% | $55,191+163.1% |
| Participation rate | 98.3% | 73.9%+24.3pp | 74.9%+23.4pp | 69.2%+29.1pp |
| Annual return | 1.81% | 8.55%-6.7pp | 5.67%-3.9pp | 10.78%-9.0pp |
| Employer contribution / active EE | $6,176 | $1,935+219.3% | $3,237+90.8% | $1,899+225.3% |
| Participant deferral / active EE | $8,305 | $4,641+79.0% | $4,991+66.4% | $3,046+172.6% |
| Admin fee / account holder | $52 | $68-24.2% | $5,635-99.1% | $91-42.8% |