Filed November 30, 2014 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $27,844 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,360 |
COASTAL PENSION SERVICES8 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 | $145,442 | $117,148+24.2% | $67,560+115.3% | $99,313+46.4% |
| Participation rate | 51.3% | 72.7%-21.4pp | 72.9%-21.7pp | 71.7%-20.4pp |
| Annual return | 13.53% | 14.15%-0.6pp | 3533.50%-3520.0pp | 17.67%-4.1pp |
| Employer contribution / active EE | $0 | $4,623-100.0% | $2,737-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $5,328 | $4,782+11.4% | $4,004+33.1% | $5,346-0.3% |
| Admin fee / account holder | $0 | $50-100.0% | $3,994-100.0% | $109-100.0% |