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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Account maintenance fe... | $5,861 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ 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 | $27,310 | $46,360-41.1% | $147,617-81.5% | $52,331-47.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.80% | 1.62%-0.8pp | 61.98%-61.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,146 | $2,126+0.9% | $5,564-61.4% | $1,882+14.0% |
| Participant deferral / active EE | $2,776 | $2,258+23.0% | $4,895-43.3% | $3,022-8.2% |
| Admin fee / account holder | $21 | $766-97.2% | $11,612-99.8% | $592-96.4% |