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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Di... | $8,434 |
CAMMACK LARHETTE ADVISORS6+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $5,316 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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.
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 | $27,817 | $58,888-52.8% | $178,499-84.4% | $73,493-62.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 9.28% | 24.86%-15.6pp | 151.10%-141.8pp | 28.51%-19.2pp |
| Employer contribution / active EE | $8 | $2,236-99.6% | $5,011-99.8% | $2,270-99.7% |
| Participant deferral / active EE | $2,179 | $2,568-15.1% | $5,202-58.1% | $3,740-41.7% |
| Admin fee / account holder | $28 | $400-93.1% | $13,986-99.8% | $513-94.6% |