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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $59,040 |
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE BROKERAGE Service code 16 2 RECTOR STREET · NEW YORK, NY 10006 | Consulting | $23,684 |
Filed as: GELMAN, ROSENBERG & FREEDMAN Service code 16 4550 MONTGOMERY AVE. · BETHESDA, MD 20814 | Consulting | $21,338 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant 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 | $64,783 | $62,543+3.6% | $83,327-22.3% | $55,725+16.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 77.8%+22.2pp | 70.9%+29.1pp |
| Annual return | -1.44% | 14.85%-16.3pp | 10.64%-12.1pp | 244.93%-246.4pp |
| Employer contribution / active EE | $1,431 | $2,427-41.1% | $3,379-57.7% | $2,078-31.1% |
| Participant deferral / active EE | $1,253 | $5,682-78.0% | $5,565-77.5% | $3,356-62.7% |
| Admin fee / account holder | $207 | $103+100.6% | $7,540-97.3% | $115+79.6% |