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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE BROKERAGE INC. Service code 55 40 WALL ST · NEW YORK, NY 10005 | Other Commissions | $15,201 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $13,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,500 | $37,196-18.0% | $154,108-80.2% | $55,725-45.3% |
| Participation rate | 47.5% | 64.1%-16.6pp | 83.0%-35.5pp | 70.9%-23.4pp |
| Annual return | -4.03% | 1319.68%-1323.7pp | 735.21%-739.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,482 | $1,614-8.2% | $5,298-72.0% | $2,078-28.7% |
| Participant deferral / active EE | $1,183 | $2,068-42.8% | $5,081-76.7% | $3,356-64.7% |
| Admin fee / account holder | $30 | $102-70.7% | $13,411-99.8% | $115-74.2% |