Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $51,513 |
KREISCHER MILLER3+ years Service code 10 · EIN 23-1980475 | Accounting | $12,616 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,195 |
THE VANGUARD GROUP, INC.3+ 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 | $115,602 | $60,545+90.9% | $92,240+25.3% | $69,634+66.0% |
| Participation rate | 98.9% | 72.2%+26.7pp | 76.5%+22.4pp | 70.7%+28.2pp |
| Annual return | 16.83% | 19.71%-2.9pp | 176.29%-159.5pp | 27572.26%-27555.4pp |
| Employer contribution / active EE | $9,565 | $2,633+263.2% | $3,680+159.9% | $2,032+370.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $67 | $145-53.6% | $5,194-98.7% | $110-39.1% |