Filed August 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 | Consulting | $17,060 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $4,374 |
CAMMACK LARHETTE ADVISORS1+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 2 RECTOR STREET 23RD FLOOR · NEW YORK, NY 10006 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $46,265 | $41,854+10.5% | $73,836-37.3% | $52,331-11.6% |
| Participation rate | 85.7% | 66.2%+19.5pp | 73.4%+12.3pp | 68.1%+17.6pp |
| Annual return | -0.08% | 2.11%-2.2pp | 2268.06%-2268.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,865 | $1,920-2.9% | $2,787-33.1% | $1,882-0.9% |
| Participant deferral / active EE | $3,807 | $2,498+52.4% | $3,583+6.3% | $3,022+26.0% |
| Admin fee / account holder | $15 | $493-96.9% | $4,882-99.7% | $592-97.5% |