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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $105,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $21,541 |
CONCANNON, MILLER & CO P.C.5+ years Service code 10 1525 VALLEY CENTER PARKWAY · BETHLEHEM, PA 18017 | Accounting | $17,010 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,486 | $101,523-46.3% | $141,197-61.4% | $77,775-29.9% |
| Participation rate | 82.1% | 77.4%+4.8pp | 82.5%-0.3pp | 73.2%+8.9pp |
| Annual return | 22.58% | 56.22%-33.6pp | 71.41%-48.8pp | 32.58%-10.0pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,736-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,254 | $6,434-18.3% | $6,710-21.7% | $3,966+32.5% |
| Admin fee / account holder | $71 | $92-22.1% | $10,265-99.3% | $100-28.8% |