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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Distr... | $72,241 |
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $40,000 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $17,035 | $46,173-63.1% | $170,435-90.0% | $69,631-75.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 15.40% | 21.62%-6.2pp | 205.94%-190.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $399 | $1,610-75.2% | $5,432-92.7% | $2,032-80.4% |
| Participant deferral / active EE | $3,473 | $2,080+67.0% | $4,939-29.7% | $3,224+7.7% |
| Admin fee / account holder | $149 | $116+28.9% | $13,881-98.9% | $110+35.3% |