Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL PARTNERS INC Service code 16 · EIN 26-0058143 | Consulting | $31,722 |
KREISCHER MILLER2+ years Service code 10 · EIN 23-1980475 | Accounting | $19,918 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,313 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP, INC Service code 60 | Sub-TA Fees | $0 |
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 | $94,050 | $57,921+62.4% | $84,753+11.0% | $57,661+63.1% |
| Participation rate | 99.6% | 72.9%+26.7pp | 76.6%+23.0pp | 70.2%+29.4pp |
| Annual return | 7.73% | 10.24%-2.5pp | 22.78%-15.1pp | 5.13%+2.6pp |
| Employer contribution / active EE | $12,347 | $2,598+375.2% | $3,574+245.4% | $1,974+525.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $50 | $130-61.5% | $5,333-99.1% | $95-47.2% |