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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 | $43,496-55.2% | $161,489-87.9% | $64,340-69.7% |
| Participation rate | 89.2% | 53.5%+35.7pp | 78.7%+10.5pp | 55.2%+34.0pp |
| Annual return | 6.03% | 20.76%-14.7pp | 89.72%-83.7pp | 24.14%-18.1pp |
| Employer contribution / active EE | $3,521 | $1,431+146.1% | $4,268-17.5% | $1,862+89.1% |
| Participant deferral / active EE | $1,462 | $1,996-26.7% | $5,630-74.0% | $2,980-50.9% |
| Admin fee / account holder | $154 | $2,330-93.4% | $16,006-99.0% | $3,703-95.8% |