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 |
|---|---|---|
COHNREZNICK LLP5+ years Service code 10 · EIN 22-1478099 | Accounting | $30,750 |
CAMMACK LARHETTE ADVISORS5+ years Service code 28 · EIN 20-4668732 | Investment Management | $20,918 |
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 | $79,958 | $121,004-33.9% | $69,480+15.1% | $89,609-10.8% |
| Participation rate | 31.5% | 66.9%-35.4pp | 74.6%-43.1pp | 69.6%-38.0pp |
| Annual return | 23.14% | 20.21%+2.9pp | 28.99%-5.8pp | 33.65%-10.5pp |
| Employer contribution / active EE | $0 | $5,335-100.0% | $2,780-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,482 | $4,335-65.8% | $3,537-58.1% | $4,222-64.9% |
| Admin fee / account holder | $6 | $32-79.8% | $3,840-99.8% | $72-91.0% |