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 ADVISORS5+ years Service code 28 · EIN 20-4668732 | Investment Management | $83,670 |
COHNREZNICK LLP5+ years Service code 10 · EIN 22-1478099 | Accounting | $34,750 |
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 | $149,507 | $109,303+36.8% | $69,480+115.2% | $82,204+81.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 73.4%+26.6pp |
| Annual return | 18.82% | 20.08%-1.3pp | 28.99%-10.2pp | 26.31%-7.5pp |
| Employer contribution / active EE | $8,415 | $5,149+63.4% | $2,780+202.7% | $2,707+210.9% |
| Participant deferral / active EE | $2,401 | $4,210-43.0% | $3,537-32.1% | $4,246-43.5% |
| Admin fee / account holder | $9 | $29-68.0% | $3,840-99.8% | $76-87.6% |