| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $56,935 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $23,080 |
BKD, LLP4+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747891 | Accounting | $19,100 |
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 | $77,776 | $88,874-12.5% | $123,553-37.1% | $75,289+3.3% |
| Participation rate | 94.1% | 75.9%+18.3pp | 82.3%+11.8pp | 72.4%+21.7pp |
| Annual return | -5.25% | 4.22%-9.5pp | 119.21%-124.5pp | -0.04%-5.2pp |
| Employer contribution / active EE | $2,649 | $3,256-18.6% | $4,628-42.8% | $2,405+10.1% |
| Participant deferral / active EE | $7,442 | $6,174+20.5% | $6,426+15.8% | $3,739+99.1% |
| Admin fee / account holder | $166 | $95+75.4% | $9,284-98.2% | $102+62.1% |