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 | $19,416 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $13,166 |
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 2 RECTOR STREET · NEW YORK, NY 10005 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $41,716 | $44,873-7.0% | $79,467-47.5% | $56,289-25.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -0.88% | 0.81%-1.7pp | 718.30%-719.2pp | -9.96%+9.1pp |
| Employer contribution / active EE | $1,012 | $2,140-52.7% | $2,800-63.8% | $2,111-52.0% |
| Participant deferral / active EE | $2,738 | $2,746-0.3% | $3,704-26.1% | $3,350-18.3% |
| Admin fee / account holder | $38 | $418-90.9% | $5,104-99.3% | $521-92.7% |