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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $116,425 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $46,092 |
MARKSNELSON LLC5 years Service code 10 1310 E 104TH ST STE 300 · KANSAS CITY, MO 64131 | Accounting | $15,750 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $117 |
Filed as: CHARLES SCHWAB&CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,396 | $64,612+16.7% | $86,438-12.8% | $64,819+16.3% |
| Participation rate | 97.5% | 81.5%+16.0pp | 80.3%+17.2pp | 71.5%+26.0pp |
| Annual return | -16.88% | 0.66%-17.5pp | 4397.19%-4414.1pp | 32.84%-49.7pp |
| Employer contribution / active EE | $4,262 | $2,744+55.3% | $3,769+13.1% | $2,507+70.0% |
| Participant deferral / active EE | $10,890 | $7,497+45.3% | $6,952+56.6% | $4,311+152.6% |
| Admin fee / account holder | $187 | $169+10.4% | $6,733-97.2% | $188-0.7% |