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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $136,732 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $82,403 |
FORVIS, LLP6 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $22,300 |
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 | $60,307 | $130,052-53.6% | $86,691-30.4% | $77,906-22.6% |
| Participation rate | 91.3% | 85.9%+5.3pp | 76.6%+14.7pp | 73.7%+17.6pp |
| Annual return | -17.56% | -12.73%-4.8pp | 35.94%-53.5pp | 12.16%-29.7pp |
| Employer contribution / active EE | $2,525 | $3,214-21.4% | $2,837-11.0% | $2,846-11.3% |
| Participant deferral / active EE | $7,750 | $5,741+35.0% | $4,656+66.4% | $4,805+61.3% |
| Admin fee / account holder | $97 | $132-26.6% | $7,492-98.7% | $133-27.0% |