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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 | $46,688-58.3% | $189,758-89.7% | $69,733-72.1% |
| Participation rate | 89.2% | 61.7%+27.5pp | 79.8%+9.4pp | 62.5%+26.8pp |
| Annual return | 6.03% | 14.35%-8.3pp | 52.62%-46.6pp | 15.22%-9.2pp |
| Employer contribution / active EE | $3,521 | $1,695+107.7% | $4,767-26.1% | $2,250+56.5% |
| Participant deferral / active EE | $1,462 | $2,143-31.8% | $5,856-75.0% | $3,054-52.1% |
| Admin fee / account holder | $154 | $1,700-90.9% | $20,388-99.2% | $3,102-95.0% |