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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Distribut... | $78,004 |
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 · EIN 20-4668732 | Consulting | $40,000 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,421 | $45,382-66.0% | $154,108-90.0% | $75,289-79.5% |
| Participation rate | 25.0% | 65.9%-40.9pp | 83.0%-58.0pp | 72.4%-47.4pp |
| Annual return | -3.80% | -0.47%-3.3pp | 735.21%-739.0pp | -0.04%-3.8pp |
| Employer contribution / active EE | $84 | $1,533-94.5% | $5,298-98.4% | $2,405-96.5% |
| Participant deferral / active EE | $729 | $2,384-69.4% | $5,081-85.6% | $3,739-80.5% |
| Admin fee / account holder | $146 | $89+63.1% | $13,411-98.9% | $102+42.4% |