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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1+ years Filed as: GRANT THORTON LLP Service code 10 · EIN 36-6055558 | Accounting | $15,500 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $5,416 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,936 |
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 | $23,157 | $55,182-58.0% | $73,309-68.4% | $55,191-58.0% |
| Participation rate | 46.8% | 73.9%-27.1pp | 74.9%-28.1pp | 69.2%-22.3pp |
| Annual return | 2.75% | 8.55%-5.8pp | 5.67%-2.9pp | 10.78%-8.0pp |
| Employer contribution / active EE | $1,526 | $1,935-21.1% | $3,237-52.9% | $1,899-19.6% |
| Participant deferral / active EE | $3,113 | $4,641-32.9% | $4,991-37.6% | $3,046+2.2% |
| Admin fee / account holder | $12 | $68-81.8% | $5,635-99.8% | $91-86.3% |