Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $65,468 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $54,069 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,559 |
KREISCHER MILLER9+ years Service code 10 · EIN 23-1980475 | Accounting | $18,990 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,663 | $93,010+65.2% | $96,543+59.2% | $74,478+106.3% |
| Participation rate | 97.6% | 71.6%+26.1pp | 74.3%+23.3pp | 70.7%+26.9pp |
| Annual return | 20.89% | 37.50%-16.6pp | 35.75%-14.9pp | 34.37%-13.5pp |
| Employer contribution / active EE | $2,847 | $3,427-16.9% | $3,741-23.9% | $2,637+8.0% |
| Participant deferral / active EE | $8,784 | $3,971+121.2% | $4,880+80.0% | $4,530+93.9% |
| Admin fee / account holder | $148 | $633-76.6% | $6,737-97.8% | $347-57.3% |