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| Provider | Service type | Compensation |
|---|---|---|
CAMMACK LARHETTE ADVISORS5+ years Service code 28 · EIN 20-4668732 | Investment Management | $33,063 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $24,327 |
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 | $123,774 | $84,948+45.7% | $70,476+75.6% | $73,412+68.6% |
| Participation rate | 49.8% | 79.9%-30.1pp | 75.1%-25.2pp | 72.2%-22.3pp |
| Annual return | 4.94% | 13.39%-8.4pp | 109.12%-104.2pp | 59.30%-54.4pp |
| Employer contribution / active EE | $3,491 | $2,834+23.2% | $2,738+27.5% | $2,234+56.3% |
| Participant deferral / active EE | $2,169 | $3,387-36.0% | $3,710-41.5% | $3,806-43.0% |
| Admin fee / account holder | $59 | $98-39.6% | $3,847-98.5% | $158-62.5% |