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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $25,286 |
Filed as: CBIZ, INC. Service code 11 · EIN 31-1582098 6050 OAK TREE BLVD. · CLEVELAND, OH 44131 | Actuarial | $22,000 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Contract Administrator | $7,896 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 18.34% | 10.09%+8.3pp | 174.94%-156.6pp | 627.08%-608.7pp |
| Employer contribution / active EE | $28,037 | $12,251+128.9% | $38,590-27.3% | $18,824+48.9% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |