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 ADVISORS2+ years Service code 28 · EIN 20-4668732 | Investment Management | $79,410 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $63,200 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $1,991 |
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 | $134,688 | $85,199+58.1% | $57,196+135.5% | $63,975+110.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.3%+24.7pp | 71.1%+28.9pp |
| Annual return | 7.04% | 10.43%-3.4pp | 14.59%-7.6pp | 48.65%-41.6pp |
| Employer contribution / active EE | $8,690 | $3,446+152.2% | $2,683+223.9% | $2,182+298.3% |
| Participant deferral / active EE | $2,412 | $3,109-22.4% | $3,096-22.1% | $3,356-28.1% |
| Admin fee / account holder | $13 | $39-65.9% | $3,141-99.6% | $70-81.3% |