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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 31-0800053 | Accounting | $13,750 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 72 · EIN 48-1305000 | Other investment fees and expenses | $11,522 |
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 | $63,746 | $57,976+10.0% | $63,018+1.2% | $62,293+2.3% |
| Participation rate | 97.4% | 75.9%+21.5pp | 74.8%+22.6pp | 69.5%+27.9pp |
| Annual return | 14.44% | 17.54%-3.1pp | 87.62%-73.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $2,552 | $2,415+5.7% | $2,761-7.6% | $2,042+24.9% |
| Participant deferral / active EE | $3,098 | $2,956+4.8% | $3,330-7.0% | $3,169-2.2% |
| Admin fee / account holder | $54 | $276-80.4% | $3,601-98.5% | $479-88.7% |