Filed May 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP2 years Filed as: KEVANE GRANT THORNTON Service code 10 · EIN 66-0563256 | Accounting | $15,080 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $3,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,304 | $108,617-36.2% | $108,405-36.1% | $93,010-25.5% |
| Participation rate | 97.8% | 83.1%+14.7pp | 80.1%+17.7pp | 73.9%+23.9pp |
| Annual return | 19.42% | 21.63%-2.2pp | 905.55%-886.1pp | 158.70%-139.3pp |
| Employer contribution / active EE | $777 | $3,249-76.1% | $3,559-78.2% | $2,705-71.3% |
| Participant deferral / active EE | $3,468 | $7,885-56.0% | $6,563-47.2% | $4,561-24.0% |
| Admin fee / account holder | $10 | $94-88.8% | $7,297-99.9% | $152-93.1% |