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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Account ma... | $64,793 |
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKERAGE Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $36,316 |
CAMMACK LARHETTE ADVISORS3+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 | Consulting | $7,637 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $112,731 | $65,592+71.9% | $90,161+25.0% | $69,631+61.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 12.19% | 57.10%-44.9pp | 34.89%-22.7pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $5,935 | $2,193+170.7% | $3,318+78.9% | $2,032+192.1% |
| Participant deferral / active EE | $5,949 | $5,257+13.2% | $5,287+12.5% | $3,224+84.6% |
| Admin fee / account holder | $295 | $86+244.1% | $5,943-95.0% | $110+166.9% |