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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $68,966 |
CAMMACK LARHETTE ADVISORS6+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 · EIN 20-4668732 | Consulting | $40,000 |
NATIONAL FINANCIAL SERVICES6+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,980 | $56,095-64.4% | $178,503-88.8% | $90,274-77.9% |
| Participation rate | 29.1% | 65.6%-36.5pp | 81.9%-52.8pp | 73.4%-44.3pp |
| Annual return | 12.82% | 28.81%-16.0pp | 151.12%-138.3pp | 53.97%-41.2pp |
| Employer contribution / active EE | $99 | $1,572-93.7% | $5,011-98.0% | $2,523-96.1% |
| Participant deferral / active EE | $829 | $2,669-68.9% | $5,202-84.1% | $4,231-80.4% |
| Admin fee / account holder | $116 | $101+14.9% | $13,987-99.2% | $114+1.4% |