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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $14,116 |
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $7,597 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $56,217 | $48,078+16.9% | $78,676-28.5% | $62,881-10.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.30% | 31.36%-24.1pp | 62.19%-54.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,094 | $2,015+4.0% | $2,850-26.5% | $2,281-8.2% |
| Participant deferral / active EE | $4,444 | $2,587+71.8% | $3,517+26.4% | $3,203+38.8% |
| Admin fee / account holder | $92 | $3,206-97.1% | $4,510-98.0% | $4,296-97.9% |