Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $58,772 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,619 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $39,260 |
KREISCHER MILLER8+ years Service code 10 · EIN 23-1980475 | Accounting | $18,021 |
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 | $134,337 | $106,236+26.5% | $112,270+19.7% | $64,829+107.2% |
| Participation rate | 97.2% | 71.7%+25.5pp | 75.1%+22.2pp | 71.5%+25.7pp |
| Annual return | -16.24% | -6.02%-10.2pp | 27.49%-43.7pp | 32.85%-49.1pp |
| Employer contribution / active EE | $2,898 | $3,167-8.5% | $3,635-20.3% | $2,507+15.6% |
| Participant deferral / active EE | $8,551 | $3,786+125.8% | $4,729+80.8% | $4,312+98.3% |
| Admin fee / account holder | $137 | $452-69.6% | $6,411-97.9% | $188-26.9% |