Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 16 · EIN 26-0058143 | Consulting | $40,451 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,500 |
KREISCHER MILLER1+ years Service code 10 · EIN 23-1980475 | Accounting | $14,977 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,664 | $50,498+67.7% | $75,784+11.7% | $55,191+53.4% |
| Participation rate | 97.2% | 69.4%+27.7pp | 75.8%+21.3pp | 69.2%+28.0pp |
| Annual return | 1.24% | 1.80%-0.6pp | 9.68%-8.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,960 | $2,291-14.4% | $3,323-41.0% | $1,899+3.2% |
| Participant deferral / active EE | $5,819 | $2,589+124.8% | $3,652+59.4% | $3,046+91.0% |
| Admin fee / account holder | $90 | $123-26.5% | $5,300-98.3% | $91-0.4% |