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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $28,271 |
CAMMACK LARHETTE ADVISORS3+ years Service code 28 · EIN 20-4668732 | Investment Management | $21,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $116,851 | $70,083+66.7% | $59,887+95.1% | $55,725+109.7% |
| Participation rate | 52.3% | 78.4%-26.1pp | 74.7%-22.4pp | 70.9%-18.5pp |
| Annual return | 9.97% | 3.13%+6.8pp | 3.46%+6.5pp | 244.93%-235.0pp |
| Employer contribution / active EE | $3,411 | $2,878+18.5% | $2,722+25.3% | $2,078+64.1% |
| Participant deferral / active EE | $1,984 | $3,079-35.6% | $3,402-41.7% | $3,356-40.9% |
| Admin fee / account holder | $53 | $70-24.3% | $3,591-98.5% | $115-53.8% |