Filed November 30, 2014 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $100,500 |
CAMMACK LARHETTE ADVISORS3+ years Service code 13 · EIN 20-4668732 | Contract Administrator | $36,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,401 |
COASTAL PENSION SERVICES1 year Service code 10 · EIN 52-1053785 | Accounting | $4,350 |
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 | $101,584 | $98,180+3.5% | $63,018+61.2% | $177,276-42.7% |
| Participation rate | 45.1% | 75.3%-30.2pp | 74.8%-29.7pp | 74.8%-29.7pp |
| Annual return | 16.53% | 16.81%-0.3pp | 87.63%-71.1pp | 21.25%-4.7pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $2,761-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $3,738 | $3,805-1.8% | $3,330+12.3% | $3,881-3.7% |
| Admin fee / account holder | $12 | $31-60.7% | $3,601-99.7% | $154-92.0% |