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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE BROKERAGE INC. Service code 16 | Consulting | $17,700 |
MARKS PANETH LLP1 year Service code 10 · EIN 11-3518842 | Accounting | $10,000 |
Service code 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $8,172 |
CAMMACK LARHETTE ADVISORS5+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,588 | $54,757+38.0% | $90,300-16.3% | $72,983+3.6% |
| Participation rate | 66.2% | 65.1%+1.1pp | 73.3%-7.0pp | 69.5%-3.3pp |
| Annual return | 17.97% | 30.63%-12.7pp | 78.11%-60.1pp | 81.01%-63.0pp |
| Employer contribution / active EE | $1,759 | $2,092-15.9% | $2,854-38.4% | $2,440-27.9% |
| Participant deferral / active EE | $3,083 | $2,887+6.8% | $3,884-20.6% | $3,608-14.5% |
| Admin fee / account holder | $415 | $3,972-89.6% | $5,353-92.2% | $5,124-91.9% |