Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,650 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $46,914 |
KREISCHER MILLER6+ years Service code 10 · EIN 23-1980475 | Accounting | $16,617 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $149,674 | $91,517+63.5% | $101,275+47.8% | $73,415+103.9% |
| Participation rate | 98.3% | 73.8%+24.5pp | 75.8%+22.5pp | 72.2%+26.1pp |
| Annual return | 27.47% | 17.17%+10.3pp | 46.46%-19.0pp | 59.30%-31.8pp |
| Employer contribution / active EE | $2,741 | $2,877-4.7% | $3,660-25.1% | $2,234+22.7% |
| Participant deferral / active EE | $8,491 | $3,338+154.3% | $4,370+94.3% | $3,806+123.1% |
| Admin fee / account holder | $111 | $216-48.6% | $5,948-98.1% | $158-29.7% |