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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1+ years Service code 28 · EIN 36-6055558 | Investment Management | $17,280 |
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 | $198,530 | $51,769+283.5% | $57,356+246.1% | $52,331+279.4% |
| Participation rate | 92.9% | 75.2%+17.7pp | 75.1%+17.8pp | 68.1%+24.8pp |
| Annual return | 1.91% | 2.43%-0.5pp | 24.41%-22.5pp | 4.54%-2.6pp |
| Employer contribution / active EE | $8,970 | $2,335+284.1% | $2,689+233.6% | $1,882+376.7% |
| Participant deferral / active EE | $4,933 | $2,794+76.5% | $3,162+56.0% | $3,022+63.2% |
| Admin fee / account holder | $59 | $295-79.9% | $3,357-98.2% | $592-90.0% |