Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 | Consulting | $27,157 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $2,350 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE 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 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,451 | $55,182+56.7% | $73,309+17.9% | $55,191+56.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 74.9%+25.1pp | 69.2%+30.8pp |
| Annual return | 1.78% | 8.55%-6.8pp | 5.67%-3.9pp | 10.78%-9.0pp |
| Employer contribution / active EE | $4,989 | $1,935+157.9% | $3,237+54.1% | $1,899+162.7% |
| Participant deferral / active EE | $5,056 | $4,641+8.9% | $4,991+1.3% | $3,046+66.0% |
| Admin fee / account holder | $7 | $68-90.4% | $5,635-99.9% | $91-92.8% |