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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $21,157 |
MARKS PANETH LLP2 years Service code 10 · EIN 11-3518842 | Accounting | $12,800 |
CAMMACK LARHETTE ADVISORS6+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $7,769 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $80,690 | $60,128+34.2% | $90,440-10.8% | $79,852+1.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.30% | 71.95%-56.7pp | 1294.38%-1279.1pp | 31.72%-16.4pp |
| Employer contribution / active EE | $1,962 | $2,068-5.1% | $3,263-39.9% | $2,471-20.6% |
| Participant deferral / active EE | $3,384 | $2,939+15.2% | $3,964-14.6% | $3,740-9.5% |
| Admin fee / account holder | $306 | $3,977-92.3% | $5,615-94.6% | $5,306-94.2% |