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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $31,049 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,075 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return 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 | $39,871 | $74,552-46.5% | $63,018-36.7% | $69,634-42.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 8.71% | 15.77%-7.1pp | 87.63%-78.9pp | 27572.26%-27563.5pp |
| Employer contribution / active EE | $3,293 | $2,929+12.4% | $2,761+19.3% | $2,032+62.0% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,330-100.0% | $3,224-100.0% |
| Admin fee / account holder | $26 | $59-57.1% | $3,601-99.3% | $110-76.9% |