Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $76,582 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $57,967 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $38,899 |
KREISCHER MILLER9+ years Service code 10 · EIN 23-1980475 | Accounting | $18,990 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,932 | $88,479-8.5% | $96,543-16.2% | $80,187+0.9% |
| Participation rate | 94.2% | 79.9%+14.3pp | 74.3%+19.8pp | 72.9%+21.2pp |
| Annual return | 15.18% | 22.53%-7.4pp | 35.75%-20.6pp | 40.40%-25.2pp |
| Employer contribution / active EE | $5,332 | $4,177+27.6% | $3,741+42.5% | $2,980+78.9% |
| Participant deferral / active EE | $3,823 | $3,961-3.5% | $4,880-21.7% | $5,016-23.8% |
| Admin fee / account holder | $87 | $211-58.7% | $6,737-98.7% | $145-39.8% |