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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $56,754 |
Filed as: CAMMACK LARHETTE BROCKERAGE, INC. Service code 16 · EIN 20-4668732 | Consulting | $40,000 |
NATIONAL FINANCIAL SERVICES5+ 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 | $18,063 | $47,456-61.9% | $172,753-89.5% | $77,775-76.8% |
| Participation rate | 29.7% | 66.3%-36.6pp | 82.6%-53.0pp | 73.2%-43.5pp |
| Annual return | 20.31% | 35.57%-15.3pp | 803.00%-782.7pp | 32.58%-12.3pp |
| Employer contribution / active EE | $97 | $1,574-93.9% | $5,144-98.1% | $2,504-96.1% |
| Participant deferral / active EE | $812 | $2,560-68.3% | $5,198-84.4% | $3,966-79.5% |
| Admin fee / account holder | $109 | $81+34.5% | $13,956-99.2% | $100+8.6% |