Filed November 30, 2014 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $26,776 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,708 |
COASTAL PENSION SERVICES7 years Service code 13 · EIN 52-1053785 | Contract Administrator | $6,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,142 | $105,179-7.6% | $64,056+51.7% | $80,160+21.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 72.3%+27.7pp | 72.9%+27.1pp |
| Annual return | 16.18% | 20.34%-4.2pp | 33.69%-17.5pp | 40.38%-24.2pp |
| Employer contribution / active EE | $10,731 | $3,311+224.1% | $2,747+290.7% | $2,978+260.4% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,880-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $3,068-100.0% | $145-100.0% |