Filed October 6, 2016
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $141,293 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,553 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US,LLP Service code 10 · EIN 39-0859910 | Accounting | $39,375 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$865,212 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,465 | $159,391-25.0% | $102,460+16.6% | $99,313+20.3% |
| Participation rate | 95.1% | 88.6%+6.5pp | 76.5%+18.6pp | 71.7%+23.4pp |
| Annual return | 17.74% | 19.03%-1.3pp | 29.47%-11.7pp | 17.67%+0.1pp |
| Employer contribution / active EE | $5,158 | $4,207+22.6% | $3,025+70.5% | $3,264+58.0% |
| Participant deferral / active EE | $9,810 | $7,498+30.8% | $5,056+94.0% | $5,346+83.5% |
| Admin fee / account holder | -$87 | $159-154.5% | $9,460-100.9% | $109-179.5% |