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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $25,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,127 |
ARNOLD & PORTER1+ years Filed as: ARNOLD & PORTER KAYE SCHOLER LLP Service code 27 · EIN 53-0208605 | Advisory (Plan) | $3,259 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,330 | $73,404+16.2% | $87,104-2.0% | $67,579+26.3% |
| Participation rate | 97.9% | 80.9%+17.0pp | 76.9%+21.0pp | 71.3%+26.6pp |
| Annual return | 23.15% | 48.29%-25.1pp | 28.19%-5.0pp | 378.56%-355.4pp |
| Employer contribution / active EE | $5,524 | $2,014+174.3% | $2,521+119.1% | $2,148+157.2% |
| Participant deferral / active EE | $5,319 | $3,913+35.9% | $4,048+31.4% | $3,539+50.3% |
| Admin fee / account holder | $37 | $142-74.2% | $7,491-99.5% | $142-74.3% |