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 ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKAGE, INC. Service code 16 | Consulting | $33,359 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Account maintenan... | $8,204 |
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $38,260 | $46,173-17.1% | $170,435-77.6% | $69,631-45.1% |
| Participation rate | 88.9% | 63.9%+25.0pp | 83.6%+5.3pp | 70.7%+18.2pp |
| Annual return | 18.70% | 21.62%-2.9pp | 205.94%-187.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $4,593 | $1,610+185.3% | $5,432-15.4% | $2,032+126.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $18 | $116-84.6% | $13,881-99.9% | $110-83.9% |