Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $42,461 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,709 |
KREISCHER MILLER4+ years Service code 10 · EIN 23-1980475 | Accounting | $16,145 |
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 | $95,544 | $56,443+69.3% | $83,831+14.0% | $55,727+71.5% |
| Participation rate | 98.0% | 72.0%+25.9pp | 76.1%+21.8pp | 70.9%+27.1pp |
| Annual return | -4.26% | 393.67%-397.9pp | 850.99%-855.3pp | 244.94%-249.2pp |
| Employer contribution / active EE | $2,537 | $2,682-5.4% | $3,631-30.1% | $2,078+22.1% |
| Participant deferral / active EE | $7,405 | $2,965+149.8% | $4,082+81.4% | $3,356+120.7% |
| Admin fee / account holder | $84 | $156-46.1% | $5,479-98.5% | $115-26.9% |