Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Particip... | $36,710 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $9,617 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,497 | $37,039+1.2% | $147,617-74.6% | $59,188-36.6% |
| Participation rate | 44.2% | 63.8%-19.5pp | 84.6%-40.4pp | 69.4%-25.2pp |
| Annual return | -0.14% | 7.19%-7.3pp | 61.98%-62.1pp | 5.51%-5.7pp |
| Employer contribution / active EE | $694 | $1,353-48.7% | $5,564-87.5% | $2,098-66.9% |
| Participant deferral / active EE | $1,147 | $2,094-45.2% | $4,895-76.6% | $3,265-64.9% |
| Admin fee / account holder | $17 | $60-71.1% | $11,612-99.9% | $92-81.2% |