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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $76,048 |
CAMMACK LARHETTE ADVISORS7+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 · EIN 20-4668732 | Consulting | $40,000 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $24,005 | $67,512-64.4% | $185,849-87.1% | $93,010-74.2% |
| Participation rate | 35.0% | 67.1%-32.1pp | 81.7%-46.7pp | 73.9%-38.9pp |
| Annual return | 16.42% | 21.04%-4.6pp | 122.10%-105.7pp | 158.70%-142.3pp |
| Employer contribution / active EE | $115 | $1,783-93.5% | $5,169-97.8% | $2,705-95.7% |
| Participant deferral / active EE | $1,033 | $3,035-66.0% | $5,569-81.5% | $4,561-77.4% |
| Admin fee / account holder | $123 | $318-61.4% | $16,244-99.2% | $152-19.1% |