Filed June 8, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 27 2 RECTOR ST 23RD FLOOR · NEW YORK, NY 10006 | Advisory (Plan) | $44,048 |
PRAGER METIS CPAS, LLC5+ years Filed as: PRAGER METIS CPA'S, LLC Service code 10 14 PENN PLAZA SUITE 1800 · NEW YORK, NY 10122 | Accounting | $28,400 |
TD AMERITRADE, INC.5+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,265 |
Service code 29 ONE GATEWAY CENTER 13TH FL · NEWARK, NJ 07102 | Legal | $554 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,291 | $101,523-18.9% | $141,200-41.7% | $77,775+5.8% |
| Participation rate | 64.6% | 77.4%-12.8pp | 82.5%-17.9pp | 73.2%-8.6pp |
| Annual return | 24.07% | 56.22%-32.2pp | 71.41%-47.3pp | 32.58%-8.5pp |
| Employer contribution / active EE | $1,095 | $3,341-67.2% | $4,736-76.9% | $2,504-56.3% |
| Participant deferral / active EE | $5,812 | $6,434-9.7% | $6,710-13.4% | $3,966+46.6% |
| Admin fee / account holder | $32 | $92-65.5% | $10,265-99.7% | $100-68.5% |