Filed September 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTL OPRTNS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $800 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $160 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET, 23RD FLOOR · NEW YORK, NY 10006 | Consulting | $0 |
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 | $82,936 | $43,423+91.0% | $78,676+5.4% | $55,167+50.3% |
| Participation rate | 98.5% | 68.0%+30.4pp | 73.6%+24.9pp | 69.0%+29.5pp |
| Annual return | 11.58% | 11.53%+0.1pp | 62.19%-50.6pp | 169.23%-157.7pp |
| Employer contribution / active EE | $6,901 | $1,997+245.6% | $2,850+142.1% | $1,963+251.6% |
| Participant deferral / active EE | $5,595 | $2,509+123.0% | $3,517+59.1% | $3,054+83.2% |
| Admin fee / account holder | $3 | $416-99.4% | $4,510-99.9% | $504-99.5% |