Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $68,039 |
Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $48,876 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $42,637 | $44,989-5.2% | $170,435-75.0% | $77,958-45.3% |
| Participation rate | 48.8% | 64.6%-15.8pp | 83.6%-34.8pp | 71.6%-22.8pp |
| Annual return | 14.37% | 19.61%-5.2pp | 205.94%-191.6pp | 20.87%-6.5pp |
| Employer contribution / active EE | $748 | $1,466-49.0% | $5,432-86.2% | $2,310-67.6% |
| Participant deferral / active EE | $1,251 | $2,208-43.3% | $4,939-74.7% | $3,537-64.6% |
| Admin fee / account holder | $21 | $69-68.9% | $13,881-99.8% | $97-78.0% |