Filed November 30, 2014 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $27,844 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,360 |
COASTAL PENSION SERVICES8 years Service code 13 · EIN 52-1053785 | Contract Administrator | $6,100 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,671 | $113,568-6.1% | $67,561+57.9% | $199,921-46.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 72.9%+27.1pp | 72.0%+28.0pp |
| Annual return | 13.48% | 15.88%-2.4pp | 3525.44%-3512.0pp | 34.28%-20.8pp |
| Employer contribution / active EE | $10,749 | $3,409+215.3% | $2,735+293.0% | $3,035+254.1% |
| Participant deferral / active EE | $0 | $4,163-100.0% | $4,003-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $4,006-100.0% | $269-100.0% |