Filed November 30, 2014 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,287 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $12,611 |
CAMMACK LARHETTE ADVISORS4 years Service code 16 · EIN 20-4668732 | Consulting | $3,377 |
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 | $97,777 | $120,057-18.6% | $75,728+29.1% | $93,010+5.1% |
| Participation rate | 100.0% | 77.3%+22.7pp | 74.8%+25.2pp | 73.9%+26.1pp |
| Annual return | 13.50% | 19.62%-6.1pp | 104.66%-91.2pp | 158.70%-145.2pp |
| Employer contribution / active EE | $7,440 | $3,253+128.7% | $2,743+171.2% | $2,705+175.0% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,820-100.0% | $4,561-100.0% |
| Admin fee / account holder | $1 | $81-99.1% | $3,620-100.0% | $152-99.5% |