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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 84-0467907 | Loan Processing | $759,689 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $345,410 |
GRAY, GRAY & GRAY2 years Filed as: GRAY GRAY & GRAY LLP Service code 10 34 SOUTHWEST PARK · WESTWOOD, MA 02090 | Accounting | $39,459 |
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 | $54,601 | $89,609-39.1% | $105,387-48.2% | $89,609-39.1% |
| Participation rate | 93.7% | 69.6%+24.1pp | 82.6%+11.1pp | 69.6%+24.1pp |
| Annual return | 22.61% | 33.65%-11.0pp | 26.82%-4.2pp | 33.65%-11.0pp |
| Employer contribution / active EE | $1,109 | $2,584-57.1% | $4,213-73.7% | $2,584-57.1% |
| Participant deferral / active EE | $4,170 | $4,222-1.2% | $5,502-24.2% | $4,222-1.2% |
| Admin fee / account holder | $61 | $72-15.0% | $6,559-99.1% | $72-15.0% |