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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 | Consulting | $15,715 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $8,740 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES1+ 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 | $43,383 | $41,854+3.7% | $73,836-41.2% | $52,331-17.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 2.75% | 2.11%+0.6pp | 2268.06%-2265.3pp | 4.54%-1.8pp |
| Employer contribution / active EE | $2,689 | $1,920+40.0% | $2,787-3.5% | $1,882+42.9% |
| Participant deferral / active EE | $2,737 | $2,498+9.6% | $3,583-23.6% | $3,022-9.4% |
| Admin fee / account holder | $27 | $493-94.4% | $4,882-99.4% | $592-95.4% |