Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KREISCHER MILLER2+ years Service code 10 · EIN 23-1980475 | Accounting | $15,227 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,275 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $8,588 |
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 | $24,947 | $57,921-56.9% | $84,753-70.6% | $57,661-56.7% |
| Participation rate | 92.4% | 72.9%+19.5pp | 76.6%+15.8pp | 70.2%+22.2pp |
| Annual return | 6.32% | 10.24%-3.9pp | 22.78%-16.5pp | 5.13%+1.2pp |
| Employer contribution / active EE | $473 | $2,598-81.8% | $3,574-86.8% | $1,974-76.1% |
| Participant deferral / active EE | $2,892 | $2,742+5.5% | $3,712-22.1% | $3,061-5.5% |
| Admin fee / account holder | $33 | $130-74.2% | $5,333-99.4% | $95-64.7% |