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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 | $92,090+109.2% | $106,201+81.4% | $77,671+148.1% |
| Participation rate | 98.1% | 81.0%+17.1pp | 75.3%+22.9pp | 70.6%+27.6pp |
| Annual return | 15.16% | 17.89%-2.7pp | 116.26%-101.1pp | 31.21%-16.1pp |
| Employer contribution / active EE | $5,098 | $3,368+51.4% | $3,170+60.8% | $2,726+87.0% |
| Participant deferral / active EE | $9,781 | $5,386+81.6% | $5,012+95.1% | $4,648+110.4% |
| Admin fee / account holder | $198 | $219-9.5% | $11,039-98.2% | $430-54.0% |