Filed September 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $1,846 |
Filed as: FIDELITY INSTL OPRTNS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,200 |
CAMMACK LARHETTE ADVISORS5+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $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 | $104,160 | $66,124+57.5% | $90,440+15.2% | $73,493+41.7% |
| Participation rate | 99.5% | 69.7%+29.8pp | 72.7%+26.8pp | 70.7%+28.8pp |
| Annual return | 13.24% | 17.65%-4.4pp | 1294.38%-1281.1pp | 28.51%-15.3pp |
| Employer contribution / active EE | $8,465 | $2,346+260.7% | $3,263+159.4% | $2,270+272.9% |
| Participant deferral / active EE | $6,925 | $3,039+127.9% | $3,964+74.7% | $3,740+85.2% |
| Admin fee / account holder | $3 | $396-99.3% | $5,615-99.9% | $513-99.4% |