Filed October 4, 2019
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| Provider | Service type | Compensation |
|---|---|---|
CAPSTONE WEALTH MANAGEMENT5 years Filed as: CAPSTONE ADVISORS LLC Service code 27 7910 CARNEGIE BLVD · FORT WAYNE, IN 46804 | Advisory (Plan) | $10,797 |
Filed as: PHILLIPS FINANCIAL MANAGEMENT LLC/C Service code 27 6920 POINT INVERNESS WAY · FORTWAYNE, IN 46804 | Advisory (Plan) | $6,034 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,661 | $64,176-35.1% | $112,263-62.9% | $66,949-37.8% |
| Participation rate | 97.6% | 68.4%+29.2pp | 75.1%+22.6pp | 69.8%+27.8pp |
| Annual return | -17.49% | -13.80%-3.7pp | 27.49%-45.0pp | 1.57%-19.1pp |
| Employer contribution / active EE | $3,171 | $3,007+5.5% | $3,636-12.8% | $2,545+24.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $104 | $626-83.4% | $6,410-98.4% | $594-82.5% |