| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $313,494 |
FID INV INST OPS CO4 years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $37,750 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $16,250 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $14,000 |
PLR FINANCIAL PARTNE1 year Service code 27 P.O. BOX 770002 · CINCINNATI, OH 452770086 | Advisory (Plan) | $5,786 |
Annual investment return 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 | $199,946 | $128,169+56.0% | $147,117+35.9% | $106,553+87.6% |
| Participation rate | 74.0% | 67.3%+6.7pp | 82.2%-8.1pp | 69.8%+4.2pp |
| Annual return | 13.88% | 17.88%-4.0pp | 420.54%-406.7pp | 17.37%-3.5pp |
| Employer contribution / active EE | $9,181 | $3,374+172.1% | $4,932+86.1% | $3,359+173.4% |
| Participant deferral / active EE | $0 | $7,665-100.0% | $8,065-100.0% | $5,562-100.0% |
| Admin fee / account holder | $33 | $88-62.2% | $12,993-99.7% | $80-58.2% |