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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMMACK LARHETTE BROKERAGE INC. Service code 16 | Consulting | $17,727 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $9,655 |
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 2 RECTOR STREET · NEW YORK, NY 10005 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 32 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,829 | $50,637-11.5% | $86,582-48.2% | $62,293-28.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.15% | 20.80%-11.7pp | 965.08%-955.9pp | 28.90%-19.8pp |
| Employer contribution / active EE | $2,804 | $2,075+35.1% | $2,839-1.3% | $2,042+37.3% |
| Participant deferral / active EE | $2,665 | $2,611+2.1% | $3,609-26.2% | $3,169-15.9% |
| Admin fee / account holder | $28 | $413-93.2% | $4,904-99.4% | $479-94.2% |