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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $16,211 |
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Dis... | $7,204 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $67,033 | $53,128+26.2% | $86,582-22.6% | $70,126-4.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.99% | 27.66%-12.7pp | 965.08%-950.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $2,657 | $2,068+28.5% | $2,839-6.4% | $2,343+13.4% |
| Participant deferral / active EE | $5,520 | $2,695+104.8% | $3,609+53.0% | $3,332+65.7% |
| Admin fee / account holder | $164 | $3,584-95.4% | $4,904-96.6% | $4,645-96.5% |