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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $19,614 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC. Service code 27 | Advisory (Plan) | $15,642 |
Service code 27 · EIN 26-0057143 | Advisory (Plan) | $3,327 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $78,412 | $84,948-7.7% | $70,492+11.2% | $73,415+6.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 6.77% | 13.39%-6.6pp | 109.16%-102.4pp | 59.30%-52.5pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,628 | $3,387-22.4% | $3,711-29.2% | $3,806-31.0% |
| Admin fee / account holder | $36 | $98-63.8% | $3,848-99.1% | $158-77.5% |