Filed July 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $141,356 |
CAPFINANCIAL PARTNERS LLC11+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $56,753 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $24,791 |
KREISCHER MILLER11+ years Service code 10 · EIN 23-1980475 | Accounting | $21,090 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,535 | $105,028-19.5% | $107,187-21.1% | $100,573-15.9% |
| Participation rate | 94.8% | 81.2%+13.6pp | 75.0%+19.8pp | 70.9%+23.9pp |
| Annual return | 15.96% | 10.61%+5.3pp | 204.55%-188.6pp | 18.89%-2.9pp |
| Employer contribution / active EE | $5,191 | $5,641-8.0% | $3,782+37.3% | $3,763+37.9% |
| Participant deferral / active EE | $4,129 | $2,685+53.8% | $5,096-19.0% | $4,921-16.1% |
| Admin fee / account holder | $107 | $355-69.9% | $9,162-98.8% | $454-76.5% |