Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KREISCHER MILLER1+ years Service code 10 · EIN 23-1980475 | Accounting | $14,977 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $11,797 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,090 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,975 | $50,498-52.5% | $75,784-68.4% | $55,191-56.6% |
| Participation rate | 84.1% | 69.4%+14.7pp | 75.8%+8.3pp | 69.2%+14.9pp |
| Annual return | -1.03% | 1.80%-2.8pp | 9.68%-10.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $319 | $2,291-86.1% | $3,323-90.4% | $1,899-83.2% |
| Participant deferral / active EE | $2,052 | $2,589-20.7% | $3,652-43.8% | $3,046-32.6% |
| Admin fee / account holder | $38 | $123-69.5% | $5,300-99.3% | $91-58.7% |