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 ADVISORS4+ years Service code 28 · EIN 20-4668732 | Investment Management | $101,390 |
K&L GATES2 years Filed as: K&L GATES, LLP Service code 16 · EIN 25-0921018 | Consulting | $98,754 |
COHNREZNICK LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $67,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,167 |
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 | $132,299 | $87,173+51.8% | $59,899+120.9% | $75,289+75.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.7%+25.3pp | 72.4%+27.6pp |
| Annual return | -3.61% | -2.14%-1.5pp | 3.46%-7.1pp | -0.04%-3.6pp |
| Employer contribution / active EE | $9,253 | $3,473+166.4% | $2,723+239.8% | $2,405+284.8% |
| Participant deferral / active EE | $2,587 | $3,379-23.4% | $3,403-24.0% | $3,739-30.8% |
| Admin fee / account holder | $22 | $75-70.2% | $3,592-99.4% | $102-78.2% |