| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,871,343 |
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $179,488 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $92,049 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,452 | $57,150-53.7% | $93,727-71.8% | $106,553-75.2% |
| Participation rate | 73.5% | 49.1%+24.4pp | 68.7%+4.7pp | 69.8%+3.6pp |
| Annual return | 16.49% | 15.81%+0.7pp | 133.83%-117.3pp | 17.37%-0.9pp |
| Employer contribution / active EE | $646 | $1,015-36.3% | $2,421-73.3% | $3,359-80.8% |
| Participant deferral / active EE | $1,668 | $1,853-10.0% | $4,417-62.2% | $5,562-70.0% |
| Admin fee / account holder | $45 | $64-30.7% | $8,292-99.5% | $80-44.0% |