Filed August 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMMACK LARHETTE BROKERAGE INC. Service code 16 | Consulting | $19,664 |
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $5,173 |
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC Service code 16 40 WALL STREET · NEW YORK, NY 10005 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $44,645 | $44,873-0.5% | $79,467-43.8% | $56,289-20.7% |
| Participation rate | 99.6% | 68.7%+30.8pp | 73.3%+26.2pp | 69.9%+29.7pp |
| Annual return | -3.96% | 0.81%-4.8pp | 718.30%-722.3pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,837 | $2,140-14.2% | $2,800-34.4% | $2,111-13.0% |
| Participant deferral / active EE | $4,100 | $2,746+49.3% | $3,704+10.7% | $3,350+22.4% |
| Admin fee / account holder | $15 | $418-96.3% | $5,104-99.7% | $521-97.0% |