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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $24,596 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $23,014 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,070 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,830 | $66,813+106.3% | $100,516+37.1% | $73,488+87.6% |
| Participation rate | 89.3% | 77.5%+11.8pp | 79.4%+9.9pp | 70.7%+18.6pp |
| Annual return | 13.48% | 25.70%-12.2pp | 30.89%-17.4pp | 28.51%-15.0pp |
| Employer contribution / active EE | $3,099 | $2,147+44.4% | $3,418-9.3% | $2,270+36.5% |
| Participant deferral / active EE | $12,187 | $5,883+107.2% | $6,270+94.4% | $3,740+225.9% |
| Admin fee / account holder | $285 | $512-44.4% | $8,081-96.5% | $513-44.5% |