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, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,708 |
COASTAL PENSION SERVICES7 years Service code 13 · EIN 52-1053785 | Contract Administrator | $5,100 |
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 | $134,504 | $111,545+20.6% | $64,110+109.8% | $103,657+29.8% |
| Participation rate | 50.1% | 74.9%-24.9pp | 72.3%-22.3pp | 73.4%-23.3pp |
| Annual return | 15.84% | 17.80%-2.0pp | 33.75%-17.9pp | 33.13%-17.3pp |
| Employer contribution / active EE | $0 | $4,573-100.0% | $2,751-100.0% | $3,216-100.0% |
| Participant deferral / active EE | $5,096 | $4,715+8.1% | $3,883+31.2% | $5,218-2.3% |
| Admin fee / account holder | $0 | $45-100.0% | $3,071-100.0% | $114-100.0% |