| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $43,850 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $21,690 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,723 | $120,450+2.7% | $159,495-22.4% | $93,010+33.0% |
| Participation rate | 95.2% | 78.0%+17.2pp | 82.8%+12.4pp | 73.9%+21.3pp |
| Annual return | 16.45% | 27.11%-10.7pp | 263.72%-247.3pp | 158.70%-142.3pp |
| Employer contribution / active EE | $2,550 | $3,526-27.7% | $4,831-47.2% | $2,705-5.7% |
| Participant deferral / active EE | $7,815 | $7,283+7.3% | $7,354+6.3% | $4,561+71.3% |
| Admin fee / account holder | $247 | $137+81.0% | $10,804-97.7% | $152+63.1% |