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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 26 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Participants) | $26,428 |
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,137 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 26 · EIN 35-2015845 9465 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $450 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,466 | $45,343-57.1% | $150,298-87.0% | $67,986-71.4% |
| Participation rate | 89.2% | 51.9%+37.4pp | 77.8%+11.5pp | 57.2%+32.0pp |
| Annual return | 6.03% | 33.28%-27.2pp | 62.79%-56.8pp | 31.67%-25.6pp |
| Employer contribution / active EE | $3,521 | $1,462+140.8% | $4,154-15.2% | $2,019+74.4% |
| Participant deferral / active EE | $1,462 | $2,055-28.8% | $5,453-73.2% | $3,358-56.5% |
| Admin fee / account holder | $154 | $2,250-93.1% | $14,116-98.9% | $3,203-95.2% |