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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 | Consulting | $11,098 |
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $1,525 |
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 |
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 | $64,684 | $55,182+17.2% | $73,309-11.8% | $55,191+17.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 74.9%+25.1pp | 69.2%+30.8pp |
| Annual return | 1.88% | 8.55%-6.7pp | 5.67%-3.8pp | 10.78%-8.9pp |
| Employer contribution / active EE | $2,736 | $1,935+41.4% | $3,237-15.5% | $1,899+44.1% |
| Participant deferral / active EE | $2,845 | $4,641-38.7% | $4,991-43.0% | $3,046-6.6% |
| Admin fee / account holder | $5 | $68-92.8% | $5,635-99.9% | $91-94.5% |