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 | Investment management; Finders' fees ... | $9,055 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $7,707 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,180 | $36,916-31.8% | $156,551-83.9% | $57,658-56.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 5.14% | 12.38%-7.2pp | 32.23%-27.1pp | 5.13%0pp |
| Employer contribution / active EE | $762 | $1,571-51.5% | $5,501-86.2% | $1,974-61.4% |
| Participant deferral / active EE | $1,722 | $1,926-10.6% | $4,871-64.6% | $3,061-43.7% |
| Admin fee / account holder | $20 | $82-75.9% | $13,028-99.8% | $95-79.0% |