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 ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKAGE, INC. Service code 16 | Consulting | $24,576 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $6,394 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $33,794 | $36,916-8.5% | $156,551-78.4% | $57,658-41.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 7.75% | 12.38%-4.6pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $4,961 | $1,571+215.8% | $5,501-9.8% | $1,974+151.3% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $16 | $82-80.5% | $13,028-99.9% | $95-83.0% |