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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $65,253 |
CAPFINANCIAL PARTNERS LLC5 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 | $160,502 | $84,784+89.3% | $98,461+63.0% | $74,460+115.6% |
| Participation rate | 97.4% | 81.5%+15.9pp | 75.2%+22.2pp | 70.7%+26.6pp |
| Annual return | 21.51% | 20.59%+0.9pp | 21.17%+0.3pp | 34.38%-12.9pp |
| Employer contribution / active EE | $4,506 | $3,364+34.0% | $3,049+47.8% | $2,638+70.8% |
| Participant deferral / active EE | $9,159 | $5,218+75.5% | $4,738+93.3% | $4,530+102.2% |
| Admin fee / account holder | $172 | $204-15.7% | $8,961-98.1% | $348-50.4% |