Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 | Consulting | $15,141 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $7,991 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $42,212 | $43,423-2.8% | $78,676-46.3% | $55,167-23.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 5.97% | 11.53%-5.6pp | 62.19%-56.2pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,925 | $1,997-3.6% | $2,850-32.5% | $1,963-1.9% |
| Participant deferral / active EE | $2,147 | $2,509-14.4% | $3,517-38.9% | $3,054-29.7% |
| Admin fee / account holder | $24 | $416-94.1% | $4,510-99.5% | $504-95.2% |