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 ADVISORS1+ years Service code 28 · EIN 20-4668732 | Investment Management | $28,500 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $22,950 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $288 |
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 | $133,248 | $112,772+18.2% | $57,357+132.3% | $59,188+125.1% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | 1.26% | 0.85%+0.4pp | 24.41%-23.1pp | 5.51%-4.2pp |
| Employer contribution / active EE | $8,588 | $3,400+152.6% | $2,689+219.4% | $2,098+309.3% |
| Participant deferral / active EE | $2,365 | $3,010-21.4% | $3,162-25.2% | $3,265-27.6% |
| Admin fee / account holder | $7 | $144-95.4% | $3,357-99.8% | $92-92.8% |