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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,445 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $24,566 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $12,988 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,646 | $83,369+138.3% | $105,223+88.8% | $67,986+192.2% |
| Participation rate | 96.3% | 56.3%+40.0pp | 75.0%+21.2pp | 57.2%+39.0pp |
| Annual return | 25.73% | 24.64%+1.1pp | 180.65%-154.9pp | 31.67%-5.9pp |
| Employer contribution / active EE | $13,142 | $2,541+417.3% | $3,689+256.3% | $2,019+551.0% |
| Participant deferral / active EE | $13,896 | $3,295+321.7% | $5,072+174.0% | $3,358+313.8% |
| Admin fee / account holder | $288 | $4,073-92.9% | $8,859-96.7% | $3,203-91.0% |