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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $44,825 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $16,823 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 | Consulting | $11,767 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $96,316 | $56,640+70.0% | $80,977+18.9% | $57,658+67.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 6.31% | 19.97%-13.7pp | 17.11%-10.8pp | 5.13%+1.2pp |
| Employer contribution / active EE | $5,555 | $2,085+166.4% | $3,715+49.6% | $1,974+181.5% |
| Participant deferral / active EE | $5,497 | $4,944+11.2% | $5,696-3.5% | $3,061+79.6% |
| Admin fee / account holder | $176 | $87+101.7% | $5,517-96.8% | $95+85.8% |