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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $59,835 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,595 |
AVANTAX INSURANCE AGENCY LLC3 years Filed as: HD VEST Service code 15 · EIN 75-2176682 | Recordkeeping | $13,552 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,050 | $93,010-37.6% | $96,515-39.9% | $74,460-22.0% |
| Participation rate | 89.3% | 71.6%+17.8pp | 74.3%+15.0pp | 70.7%+18.6pp |
| Annual return | 19.38% | 37.50%-18.1pp | 35.73%-16.4pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,741 | $3,427-20.0% | $3,740-26.7% | $2,638+3.9% |
| Participant deferral / active EE | $5,203 | $3,971+31.0% | $4,880+6.6% | $4,530+14.9% |
| Admin fee / account holder | $99 | $633-84.4% | $6,735-98.5% | $348-71.6% |