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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 16 4208 SIX FORKS RD · RALIEGH, NC 27609 | Consulting | $20,792 |
Filed as: CAPTRUST LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,500 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $7,869 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,012 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,938 | $51,223-4.5% | $82,763-40.9% | $66,949-26.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -5.12% | -9.85%+4.7pp | 702.45%-707.6pp | 1.57%-6.7pp |
| Employer contribution / active EE | $698 | $2,611-73.2% | $3,008-76.8% | $2,545-72.6% |
| Participant deferral / active EE | $2,722 | $3,460-21.3% | $4,395-38.1% | $4,239-35.8% |
| Admin fee / account holder | $80 | $415-80.8% | $5,325-98.5% | $594-86.6% |