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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $40,813 |
Filed as: CAMMACK RETIREMENT GROUP, INC. Service code 28 · EIN 46-4084533 | Investment Management | $16,666 |
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 | $153,543 | $105,581+45.4% | $70,492+117.8% | $90,274+70.1% |
| Participation rate | 97.6% | 77.5%+20.1pp | 75.1%+22.6pp | 73.4%+24.3pp |
| Annual return | 12.18% | 14.78%-2.6pp | 109.16%-97.0pp | 53.97%-41.8pp |
| Employer contribution / active EE | $3,367 | $3,304+1.9% | $2,738+22.9% | $2,523+33.4% |
| Participant deferral / active EE | $3,609 | $3,813-5.3% | $3,711-2.7% | $4,231-14.7% |
| Admin fee / account holder | $17 | $68-75.4% | $3,848-99.6% | $114-85.4% |