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 | Direct payment from the plan; Claims ... | $11,057 |
Filed as: CAMMACK LARHETTE BROKERAGE INC. Service code 16 | Consulting | $8,697 |
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 | $24,883 | $37,196-33.1% | $154,108-83.9% | $55,725-55.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -2.74% | 1319.68%-1322.4pp | 735.21%-737.9pp | 244.93%-247.7pp |
| Employer contribution / active EE | $720 | $1,614-55.4% | $5,298-86.4% | $2,078-65.3% |
| Participant deferral / active EE | $1,746 | $2,068-15.6% | $5,081-65.6% | $3,356-48.0% |
| Admin fee / account holder | $23 | $102-77.8% | $13,411-99.8% | $115-80.4% |