Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $30,885 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,455 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,144 |
Employer contribution per participant 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 | $41,770 | $74,498-43.9% | $94,229-55.7% | $59,188-29.4% |
| Participation rate | 94.4% | 76.8%+17.6pp | 78.8%+15.6pp | 69.4%+24.9pp |
| Annual return | 1.27% | 2.76%-1.5pp | 10.68%-9.4pp | 5.51%-4.2pp |
| Employer contribution / active EE | $596 | $2,077-71.3% | $3,587-83.4% | $2,098-71.6% |
| Participant deferral / active EE | $3,474 | $3,433+1.2% | $4,320-19.6% | $3,265+6.4% |
| Admin fee / account holder | $27 | $103-73.5% | $6,269-99.6% | $92-70.4% |