Filed November 30, 2014 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $25,222 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,506 |
CAMMACK LARHETTE ADVISORS7+ years Service code 27 · EIN 20-4688732 | Advisory (Plan) | $3,377 |
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 | $140,309 | $127,246+10.3% | $75,728+85.3% | $101,555+38.2% |
| Participation rate | 53.1% | 76.6%-23.5pp | 74.8%-21.7pp | 74.5%-21.4pp |
| Annual return | 14.20% | 14.35%-0.2pp | 104.66%-90.5pp | 21.00%-6.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $2,743-100.0% | $2,972-100.0% |
| Participant deferral / active EE | $4,947 | $4,639+6.6% | $3,820+29.5% | $4,874+1.5% |
| Admin fee / account holder | $2 | $42-95.1% | $3,620-99.9% | $139-98.5% |