Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $70,833 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $66,339 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,765 |
KREISCHER MILLER10+ years Service code 10 · EIN 23-1980475 | Accounting | $20,090 |
Service code 99 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,249 | $83,023+102.7% | $102,437+64.2% | $77,762+116.4% |
| Participation rate | 97.0% | 71.5%+25.4pp | 74.5%+22.4pp | 70.6%+26.4pp |
| Annual return | 17.34% | 19.12%-1.8pp | 24.95%-7.6pp | 31.27%-13.9pp |
| Employer contribution / active EE | $2,976 | $3,552-16.2% | $3,871-23.1% | $2,728+9.1% |
| Participant deferral / active EE | $9,229 | $4,110+124.6% | $5,060+82.4% | $4,651+98.4% |
| Admin fee / account holder | $158 | $639-75.3% | $8,388-98.1% | $433-63.5% |