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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,508 |
Filed as: ADVISED ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $38,369 |
BDG-CPAS2 years Service code 10 · EIN 22-2625944 76 N WALNUT ST · RIDGEWOOD, NJ 07450 | Accounting | $18,325 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB Service code 50 · EIN 94-1737782 | Direct Payment | $3,731 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,853 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
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 | $55,881 | $65,223-14.3% | $80,022-30.2% | $55,725+0.3% |
| Participation rate | 96.0% | 80.6%+15.4pp | 75.8%+20.1pp | 70.9%+25.1pp |
| Annual return | -5.25% | 7.59%-12.8pp | 11.22%-16.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,690 | $2,544-33.6% | $2,468-31.5% | $2,078-18.7% |
| Participant deferral / active EE | $6,427 | $3,881+65.6% | $3,686+74.4% | $3,356+91.5% |
| Admin fee / account holder | $92 | $114-19.2% | $6,521-98.6% | $115-19.9% |