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 | Participant loan processing; Account ... | $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; Securities brok... | $0 |
The auditor declined to give an opinion. This is 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% | $79,464-43.8% | $56,287-20.7% |
| Participation rate | 99.6% | 68.7%+30.8pp | 73.3%+26.2pp | 69.9%+29.7pp |
| Annual return | -3.96% | 0.81%-4.8pp | 718.14%-722.1pp | -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% | $5,113-99.7% | $521-97.0% |