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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,154 |
CAPFINANCIAL PARTNERS LLC4 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,725 | $81,908+59.6% | $90,749+44.1% | $64,808+101.7% |
| Participation rate | 96.8% | 80.5%+16.4pp | 75.7%+21.1pp | 71.5%+25.4pp |
| Annual return | -18.25% | -12.53%-5.7pp | -12.16%-6.1pp | 32.82%-51.1pp |
| Employer contribution / active EE | $4,553 | $3,065+48.6% | $2,921+55.9% | $2,506+81.7% |
| Participant deferral / active EE | $8,410 | $4,840+73.7% | $4,564+84.3% | $4,310+95.1% |
| Admin fee / account holder | $119 | $157-24.6% | $8,445-98.6% | $188-36.9% |