Filed January 13, 2015 (most recent of 2 filings on file)
Total covered: 71 employees
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKAGE, INC. Service code 16 | Consulting | $20,969 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $5,915 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES1+ 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 | $33,575 | $37,117-9.5% | $147,617-77.3% | $55,191-39.2% |
| Participation rate | 81.0% | 63.6%+17.4pp | 84.6%-3.6pp | 69.2%+11.8pp |
| Annual return | -2.30% | 3.44%-5.7pp | 61.98%-64.3pp | 10.78%-13.1pp |
| Employer contribution / active EE | $4,181 | $1,620+158.0% | $5,564-24.9% | $1,899+120.2% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $18 | $86-79.2% | $11,612-99.8% | $91-80.4% |