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: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $48,695 |
KREISCHER MILLER4+ years Service code 10 · EIN 23-1980475 | Accounting | $16,591 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,719 |
THE VANGUARD GROUP, INC.4+ 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 | $107,833 | $56,443+91.0% | $83,831+28.6% | $55,727+93.5% |
| Participation rate | 98.2% | 72.0%+26.2pp | 76.1%+22.0pp | 70.9%+27.3pp |
| Annual return | -5.73% | 393.67%-399.4pp | 850.99%-856.7pp | 244.94%-250.7pp |
| Employer contribution / active EE | $10,125 | $2,682+277.6% | $3,631+178.9% | $2,078+387.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $72 | $156-54.1% | $5,479-98.7% | $115-37.7% |