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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $56,003 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,415 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $110,186 | $70,083+57.2% | $59,899+84.0% | $55,727+97.7% |
| Participation rate | 85.9% | 78.4%+7.5pp | 74.7%+11.2pp | 70.9%+15.0pp |
| Annual return | 9.23% | 3.13%+6.1pp | 3.46%+5.8pp | 244.94%-235.7pp |
| Employer contribution / active EE | $5,335 | $2,878+85.3% | $2,723+95.9% | $2,078+156.7% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,403-100.0% | $3,356-100.0% |
| Admin fee / account holder | $74 | $70+5.3% | $3,592-97.9% | $115-35.7% |