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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $38,512 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $140 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 16 4208 SIX FORKS RD · RALIEGH, NC 27609 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,561 | $57,330-10.1% | $86,656-40.5% | $75,177-31.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 10.99% | 2675.40%-2664.4pp | 593.09%-582.1pp | 160.75%-149.8pp |
| Employer contribution / active EE | $1,898 | $2,316-18.0% | $3,025-37.3% | $2,671-28.9% |
| Participant deferral / active EE | $5,745 | $3,320+73.0% | $4,439+29.4% | $4,126+39.2% |
| Admin fee / account holder | $134 | $4,115-96.8% | $5,619-97.6% | $5,651-97.6% |