Filed August 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS7+ years Filed as: CAMMACK LARHETTE BROKERAGE, INC. Service code 16 40 WALL ST · NEW YORK, NY 10005 | Consulting | $12,839 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $8,034 |
Filed as: CAPFINANCIAL SECURITIES LLC Service code 16 4208 SIX FORKS RD · RALEIGH, NC 27609 | Consulting | $5,002 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $62,728 | $58,344+7.5% | $98,483-36.3% | $86,821-27.8% |
| Participation rate | 98.9% | 68.4%+30.5pp | 73.3%+25.5pp | 72.3%+26.6pp |
| Annual return | 15.34% | 43.47%-28.1pp | 1494.38%-1479.0pp | 97.94%-82.6pp |
| Employer contribution / active EE | $2,215 | $2,008+10.3% | $2,961-25.2% | $2,406-7.9% |
| Participant deferral / active EE | $5,912 | $3,156+87.3% | $4,276+38.2% | $4,132+43.1% |
| Admin fee / account holder | $22 | $138-84.2% | $5,953-99.6% | $170-87.2% |