Filed November 30, 2014 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $25,222 |
CAMMACK LARHETTE ADVISORS6+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $19,866 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES, INC Service code 13 · EIN 52-1053785 | Contract Administrator | $4,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $118,221 | $113,699+4.0% | $70,492+67.7% | $93,223+26.8% |
| Participation rate | 50.8% | 77.8%-27.0pp | 75.1%-24.3pp | 74.9%-24.1pp |
| Annual return | 13.94% | 14.93%-1.0pp | 109.16%-95.2pp | 19.29%-5.3pp |
| Employer contribution / active EE | $0 | $3,991-100.0% | $2,738-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $4,980 | $4,485+11.0% | $3,711+34.2% | $4,563+9.1% |
| Admin fee / account holder | $2 | $40-95.3% | $3,848-100.0% | $79-97.6% |