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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $234,044 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE Service code 16 | Consulting | $63,750 |
Service code 37 · EIN 06-1050034 | Loan Processing | $2,700 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $119 |
Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $15 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $0 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,383 | $37,213+22.0% | $156,551-71.0% | $63,975-29.1% |
| Participation rate | 99.7% | 65.0%+34.8pp | 84.0%+15.7pp | 71.1%+28.6pp |
| Annual return | 7.97% | 47.89%-39.9pp | 32.23%-24.3pp | 48.65%-40.7pp |
| Employer contribution / active EE | $1,275 | $1,357-6.0% | $5,501-76.8% | $2,182-41.6% |
| Participant deferral / active EE | $3,229 | $2,070+56.0% | $4,871-33.7% | $3,356-3.8% |
| Admin fee / account holder | $85 | $56+50.1% | $13,028-99.4% | $70+20.0% |