Filed December 15, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS3+ years Service code 28 · EIN 20-4668732 | Investment Management | $14,678 |
K&L GATES1 year Filed as: K&L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $11,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $80,837 | $111,945-27.8% | $63,018+28.3% | $80,976-0.2% |
| Participation rate | 24.8% | 65.1%-40.3pp | 74.8%-50.0pp | 68.3%-43.5pp |
| Annual return | 22.31% | 17.10%+5.2pp | 87.63%-65.3pp | 22.91%-0.6pp |
| Employer contribution / active EE | $0 | $4,590-100.0% | $2,761-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $1,282 | $3,579-64.2% | $3,330-61.5% | $3,848-66.7% |
| Admin fee / account holder | $1 | $24-94.1% | $3,601-100.0% | $67-97.9% |