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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMMACK LARHETTE BROKERAGE INC. Service code 16 | Consulting | $17,862 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $9,086 |
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $63,831 | $49,177+29.8% | $79,466-19.7% | $64,173-0.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.82% | -1.16%-3.7pp | 718.28%-723.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,555 | $2,076+23.1% | $2,800-8.7% | $2,381+7.3% |
| Participant deferral / active EE | $5,286 | $2,821+87.4% | $3,704+42.7% | $3,470+52.3% |
| Admin fee / account holder | $74 | $3,839-98.1% | $5,104-98.6% | $4,887-98.5% |