Filed November 30, 2014 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $84,942 |
CAMMACK LARHETTE ADVISORS4+ years Service code 13 · EIN 20-4668732 | Contract Administrator | $28,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,224 | $91,937+2.5% | $59,899+57.3% | $68,904+36.7% |
| Participation rate | 46.4% | 74.4%-28.0pp | 74.7%-28.2pp | 74.1%-27.7pp |
| Annual return | -1.42% | -3.10%+1.7pp | 3.46%-4.9pp | 1.07%-2.5pp |
| Employer contribution / active EE | $0 | $4,347-100.0% | $2,723-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $3,917 | $3,817+2.6% | $3,403+15.1% | $4,015-2.4% |
| Admin fee / account holder | $10 | $27-63.2% | $3,592-99.7% | $71-86.2% |