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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $39,434 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W JOHNSTON PC Service code 29 101 ERFORD ROAD · CAMP HILL, PA 17001 | Legal | $18,393 |
ALAN ROSS & COMPANY, PC1 year Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $10,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,598 | $57,921+132.4% | $84,753+58.8% | $57,658+133.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.35% | 10.24%-4.9pp | 22.78%-17.4pp | 5.13%+0.2pp |
| Employer contribution / active EE | $8,230 | $2,598+216.7% | $3,574+130.3% | $1,974+317.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $243 | $130+87.6% | $5,333-95.4% | $95+157.3% |