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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $200,485 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $163,379 |
Service code 37 · EIN 04-2647786 | Loan Processing | $108,004 |
Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $38,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,302 | $104,544+76.3% | $96,564+90.9% | $80,187+129.8% |
| Participation rate | 97.7% | 86.4%+11.4pp | 76.0%+21.8pp | 72.9%+24.8pp |
| Annual return | 18.97% | 21.79%-2.8pp | 25.89%-6.9pp | 40.40%-21.4pp |
| Employer contribution / active EE | $6,475 | $3,527+83.6% | $2,967+118.3% | $2,980+117.3% |
| Participant deferral / active EE | $13,101 | $6,170+112.3% | $4,852+170.0% | $5,016+161.2% |
| Admin fee / account holder | $259 | $107+142.4% | $8,256-96.9% | $145+78.6% |