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 ADVISORS6+ years Service code 28 · EIN 13-3052851 | Investment Management | $85,539 |
K&L GATES4 years Filed as: K&L GATES, LLP Service code 16 · EIN 25-0921018 | Consulting | $62,957 |
COHNREZNICK LLP6+ years Service code 10 · EIN 22-1478099 | Accounting | $27,800 |
Filed as: FIDELITY INVSTMENTS INST OPS CO LLC Service code 50 · EIN 04-2647786 | Direct Payment | $0 |
Annual investment return 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 | $164,514 | $113,699+44.7% | $70,492+133.4% | $93,223+76.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 75.1%+24.9pp | 74.9%+25.1pp |
| Annual return | 12.95% | 14.93%-2.0pp | 109.16%-96.2pp | 19.29%-6.3pp |
| Employer contribution / active EE | $4,191 | $3,991+5.0% | $2,738+53.1% | $2,680+56.4% |
| Participant deferral / active EE | $2,566 | $4,485-42.8% | $3,711-30.8% | $4,563-43.8% |
| Admin fee / account holder | $14 | $40-65.5% | $3,848-99.6% | $79-82.4% |