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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS5+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $15,179 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Sales lo... | $8,481 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,048 | $62,928-52.3% | $172,755-82.6% | $67,579-55.5% |
| Participation rate | 50.8% | 64.5%-13.6pp | 82.6%-31.8pp | 71.3%-20.4pp |
| Annual return | 15.70% | 30.36%-14.7pp | 802.94%-787.2pp | 378.56%-362.9pp |
| Employer contribution / active EE | $69 | $1,636-95.8% | $5,144-98.7% | $2,148-96.8% |
| Participant deferral / active EE | $1,164 | $2,145-45.7% | $5,198-77.6% | $3,539-67.1% |
| Admin fee / account holder | $30 | $167-81.8% | $13,955-99.8% | $142-78.7% |