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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $75,687 |
CAPFINANCIAL PARTNERS LLC6 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,673 | $92,186+109.0% | $105,624+82.4% | $77,762+147.8% |
| Participation rate | 98.1% | 81.0%+17.1pp | 75.3%+22.9pp | 70.6%+27.6pp |
| Annual return | 15.16% | 17.83%-2.7pp | 116.20%-101.0pp | 31.27%-16.1pp |
| Employer contribution / active EE | $5,098 | $3,376+51.0% | $3,168+60.9% | $2,728+86.9% |
| Participant deferral / active EE | $9,781 | $5,395+81.3% | $5,013+95.1% | $4,651+110.3% |
| Admin fee / account holder | $198 | $219-9.5% | $10,961-98.2% | $433-54.2% |