Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 employees
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $65,469 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $46,247 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $39,572 | $37,213+6.3% | $156,551-74.7% | $63,975-38.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 6.57% | 47.89%-41.3pp | 32.23%-25.7pp | 48.65%-42.1pp |
| Employer contribution / active EE | $1,552 | $1,357+14.4% | $5,501-71.8% | $2,182-28.9% |
| Participant deferral / active EE | $2,601 | $2,070+25.6% | $4,871-46.6% | $3,356-22.5% |
| Admin fee / account holder | $21 | $56-62.0% | $13,028-99.8% | $70-69.6% |