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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $50,000 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $30,520 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,637 | $36,916-52.2% | $156,551-88.7% | $57,658-69.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 6.14% | 12.38%-6.2pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $511 | $1,571-67.5% | $5,501-90.7% | $1,974-74.1% |
| Participant deferral / active EE | $4,583 | $1,926+138.0% | $4,871-5.9% | $3,061+49.7% |
| Admin fee / account holder | $135 | $82+63.8% | $13,028-99.0% | $95+42.9% |