Filed September 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $3,135 |
Filed as: FIDELITY INSTL OPRTNS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $550 |
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,664 | $51,620+91.1% | $90,304+9.3% | $65,185+51.4% |
| Participation rate | 99.5% | 68.6%+30.9pp | 73.3%+26.2pp | 70.2%+29.3pp |
| Annual return | 3.32% | 24.94%-21.6pp | 78.13%-74.8pp | 29.38%-26.1pp |
| Employer contribution / active EE | $7,922 | $2,235+254.5% | $2,855+177.5% | $2,177+263.9% |
| Participant deferral / active EE | $6,304 | $2,871+119.6% | $3,885+62.3% | $3,514+79.4% |
| Admin fee / account holder | $2 | $384-99.5% | $5,354-100.0% | $847-99.8% |