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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 72 · EIN 48-1305000 | Other investment fees and expenses | $10,263 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,780 | $52,467+8.2% | $57,196-0.7% | $55,167+2.9% |
| Participation rate | 97.5% | 75.8%+21.7pp | 75.3%+22.2pp | 69.0%+28.5pp |
| Annual return | 5.07% | 7.72%-2.6pp | 14.59%-9.5pp | 169.23%-164.2pp |
| Employer contribution / active EE | $1,154 | $2,477-53.4% | $2,683-57.0% | $1,963-41.2% |
| Participant deferral / active EE | $1,506 | $2,830-46.8% | $3,096-51.4% | $3,054-50.7% |
| Admin fee / account holder | $18 | $269-93.3% | $3,141-99.4% | $504-96.4% |