Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $55,201 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,980 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,641 |
KREISCHER MILLER7+ years Service code 10 · EIN 23-1980475 | Accounting | $17,217 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,176 | $78,275+111.0% | $109,191+51.3% | $86,828+90.2% |
| Participation rate | 98.3% | 73.8%+24.4pp | 75.9%+22.4pp | 72.3%+26.0pp |
| Annual return | 16.96% | 19.14%-2.2pp | 25.76%-8.8pp | 97.95%-81.0pp |
| Employer contribution / active EE | $2,770 | $3,105-10.8% | $3,723-25.6% | $2,406+15.1% |
| Participant deferral / active EE | $8,596 | $3,641+136.1% | $4,653+84.7% | $4,132+108.0% |
| Admin fee / account holder | $138 | $198-30.6% | $6,756-98.0% | $170-18.7% |