Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $30,712 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $13,177 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 | Consulting | $3,571 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3522567 | 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 | $63,721 | $56,640+12.5% | $80,977-21.3% | $57,658+10.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 4.53% | 19.97%-15.4pp | 17.11%-12.6pp | 5.13%-0.6pp |
| Employer contribution / active EE | $2,913 | $2,085+39.7% | $3,715-21.6% | $1,974+47.6% |
| Participant deferral / active EE | $2,829 | $4,944-42.8% | $5,696-50.3% | $3,061-7.6% |
| Admin fee / account holder | $135 | $87+55.5% | $5,517-97.5% | $95+43.3% |