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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Service code 28 · EIN 20-4668732 | Investment Management | $80,000 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $830 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $100 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $148,936 | $56,640+163.0% | $80,977+83.9% | $57,661+158.3% |
| Participation rate | 99.4% | 75.9%+23.5pp | 75.8%+23.6pp | 70.2%+29.1pp |
| Annual return | 8.29% | 19.97%-11.7pp | 17.11%-8.8pp | 5.13%+3.2pp |
| Employer contribution / active EE | $7,303 | $2,085+250.3% | $3,715+96.6% | $1,974+270.0% |
| Participant deferral / active EE | $8,655 | $4,944+75.1% | $5,696+51.9% | $3,061+182.8% |
| Admin fee / account holder | $45 | $87-48.8% | $5,517-99.2% | $95-52.8% |