Filed November 9, 2022 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $37,065 |
Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
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 | $55,164 | $37,039+48.9% | $147,618-62.6% | $59,188-6.8% |
| Participation rate | 70.8% | 63.8%+7.1pp | 84.6%-13.8pp | 69.4%+1.4pp |
| Annual return | 1.34% | 7.19%-5.8pp | 61.98%-60.6pp | 5.51%-4.2pp |
| Employer contribution / active EE | $412 | $1,353-69.5% | $5,564-92.6% | $2,098-80.3% |
| Participant deferral / active EE | $3,126 | $2,094+49.3% | $4,895-36.1% | $3,265-4.2% |
| Admin fee / account holder | $30 | $60-50.6% | $11,612-99.7% | $92-67.8% |