Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $75,682 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,913 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $45,395 |
KREISCHER MILLER11+ years Service code 10 · EIN 23-1980475 | Accounting | $21,090 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,100 | $105,028+75.3% | $107,187+71.8% | $100,573+83.1% |
| Participation rate | 96.8% | 81.2%+15.6pp | 75.0%+21.8pp | 70.9%+25.9pp |
| Annual return | 16.25% | 10.61%+5.6pp | 204.55%-188.3pp | 18.89%-2.6pp |
| Employer contribution / active EE | $3,828 | $5,641-32.1% | $3,782+1.2% | $3,763+1.7% |
| Participant deferral / active EE | $10,309 | $2,685+283.9% | $5,096+102.3% | $4,921+109.5% |
| Admin fee / account holder | $149 | $355-58.1% | $9,162-98.4% | $454-67.3% |