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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $13,495 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $7,597 |
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 commissions and ... | $0 |
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 | $57,632 | $45,152+27.6% | $73,836-21.9% | $59,633-3.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.18% | 27.40%-25.2pp | 2268.06%-2265.9pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $2,687 | $1,901+41.3% | $2,787-3.6% | $2,203+22.0% |
| Participant deferral / active EE | $5,146 | $2,573+100.0% | $3,583+43.6% | $3,192+61.2% |
| Admin fee / account holder | $63 | $3,515-98.2% | $4,882-98.7% | $4,297-98.5% |