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 ADVISORS4+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $41,569 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $8,210 |
NATIONAL FINANCIAL SERVICES4+ 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 | $36,215 | $37,196-2.6% | $154,108-76.5% | $55,725-35.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -7.21% | 1319.68%-1326.9pp | 735.21%-742.4pp | 244.93%-252.1pp |
| Employer contribution / active EE | $5,175 | $1,614+220.6% | $5,298-2.3% | $2,078+149.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $16 | $102-83.8% | $13,411-99.9% | $115-85.7% |