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 | Sales loads (front end and deferred);... | $9,575 |
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $8,498 |
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.
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 | $26,138 | $46,173-43.4% | $170,435-84.7% | $69,631-62.5% |
| Participation rate | 57.2% | 63.9%-6.7pp | 83.6%-26.4pp | 70.7%-13.5pp |
| Annual return | 11.90% | 21.62%-9.7pp | 205.94%-194.0pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $417 | $1,610-74.1% | $5,432-92.3% | $2,032-79.5% |
| Participant deferral / active EE | $1,021 | $2,080-50.9% | $4,939-79.3% | $3,224-68.3% |
| Admin fee / account holder | $20 | $116-82.8% | $13,881-99.9% | $110-81.9% |