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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $17,250 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $6,250 |
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 | $42,135 | $68,408-38.4% | $57,196-26.3% | $57,658-26.9% |
| Participation rate | 98.9% | 79.1%+19.8pp | 75.3%+23.6pp | 70.2%+28.7pp |
| Annual return | 1.65% | 8.51%-6.9pp | 14.59%-12.9pp | 5.13%-3.5pp |
| Employer contribution / active EE | $4,333 | $2,869+51.0% | $2,683+61.5% | $1,974+119.5% |
| Participant deferral / active EE | $4,385 | $2,903+51.0% | $3,096+41.6% | $3,061+43.3% |
| Admin fee / account holder | $52 | $70-25.2% | $3,141-98.3% | $95-44.9% |