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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS4+ years Service code 28 · EIN 20-4668732 | Investment Management | $27,445 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $23,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,078 | $95,542+27.8% | $69,461+75.7% | $67,579+80.6% |
| Participation rate | 48.9% | 79.4%-30.4pp | 74.6%-25.7pp | 71.3%-22.3pp |
| Annual return | 6.10% | 17.67%-11.6pp | 28.97%-22.9pp | 378.56%-372.5pp |
| Employer contribution / active EE | $3,430 | $2,989+14.8% | $2,779+23.4% | $2,148+59.7% |
| Participant deferral / active EE | $1,935 | $3,263-40.7% | $3,536-45.3% | $3,539-45.3% |
| Admin fee / account holder | $54 | $90-39.4% | $3,840-98.6% | $142-61.8% |