Filed August 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 | Consulting | $16,082 |
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping fees; Di... | $3,983 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 2 RECTOR STREET 23RD FLOOR · NEW YORK, NY 10006 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,851 | $43,423+3.3% | $78,676-43.0% | $55,167-18.7% |
| Participation rate | 93.3% | 68.0%+25.3pp | 73.6%+19.7pp | 69.0%+24.3pp |
| Annual return | 7.80% | 11.53%-3.7pp | 62.19%-54.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,824 | $1,997-8.7% | $2,850-36.0% | $1,963-7.1% |
| Participant deferral / active EE | $3,985 | $2,509+58.8% | $3,517+13.3% | $3,054+30.5% |
| Admin fee / account holder | $13 | $416-96.8% | $4,510-99.7% | $504-97.4% |