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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $27,416 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $6,476 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $41,954 | $70,083-40.1% | $59,899-30.0% | $55,727-24.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | 8.06% | 3.13%+4.9pp | 3.46%+4.6pp | 244.94%-236.9pp |
| Employer contribution / active EE | $3,518 | $2,878+22.2% | $2,723+29.2% | $2,078+69.3% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,403-100.0% | $3,356-100.0% |
| Admin fee / account holder | $72 | $70+1.7% | $3,592-98.0% | $115-37.9% |