| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,250 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $63,475 |
Service code 27 · EIN 30-0840934 | Advisory (Plan) | $35,001 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $27,682 |
BRYAN CAVE LLP3+ years Service code 27 · EIN 43-0602162 | Advisory (Plan) | $19,553 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $186,556 | $69,305+169.2% | $82,312+126.6% | $69,634+167.9% |
| Participation rate | 98.4% | 80.3%+18.1pp | 76.9%+21.5pp | 70.7%+27.7pp |
| Annual return | 15.86% | 21.47%-5.6pp | 25.88%-10.0pp | 27572.26%-27556.4pp |
| Employer contribution / active EE | $4,850 | $1,887+157.1% | $2,428+99.7% | $2,032+138.6% |
| Participant deferral / active EE | $8,085 | $3,568+126.6% | $3,706+118.1% | $3,224+150.8% |
| Admin fee / account holder | $291 | $97+199.6% | $5,608-94.8% | $110+163.6% |