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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKER Service code 16 | Consulting | $120,000 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $18,805 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $562 |
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 |
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 | $57,835 | $37,039+56.1% | $147,618-60.8% | $59,188-2.3% |
| Participation rate | 77.6% | 63.8%+13.8pp | 84.6%-7.0pp | 69.4%+8.2pp |
| Annual return | 0.41% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $2,351 | $1,353+73.7% | $5,565-57.8% | $2,098+12.0% |
| Participant deferral / active EE | $3,670 | $2,094+75.3% | $4,895-25.0% | $3,265+12.4% |
| Admin fee / account holder | $5 | $60-92.4% | $11,612-100.0% | $92-95.1% |