Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMMACK LARHETTE BROKERAGE INC. Service code 16 | Consulting | $72,583 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $54,250 |
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $37,238 | $45,382-17.9% | $154,111-75.8% | $75,289-50.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -3.91% | -0.47%-3.4pp | 735.18%-739.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $1,433 | $1,533-6.5% | $5,298-72.9% | $2,405-40.4% |
| Participant deferral / active EE | $2,432 | $2,384+2.0% | $5,081-52.1% | $3,739-34.9% |
| Admin fee / account holder | $21 | $89-76.2% | $13,411-99.8% | $102-79.2% |