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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $51,808 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $49,016 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA & ASSOCIATES, INC. Service code 15 · EIN 34-1310124 | Recordkeeping | $34,080 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,719 | $52,188-50.7% | $86,640-70.3% | $74,460-65.5% |
| Participation rate | 78.7% | 66.3%+12.4pp | 71.7%+7.0pp | 70.7%+8.0pp |
| Annual return | 187.65% | 44.46%+143.2pp | 592.52%-404.9pp | 34.38%+153.3pp |
| Employer contribution / active EE | $1,129 | $2,282-50.5% | $3,024-62.7% | $2,638-57.2% |
| Participant deferral / active EE | $2,870 | $3,383-15.1% | $4,438-35.3% | $4,530-36.6% |
| Admin fee / account holder | $157 | $319-50.7% | $5,616-97.2% | $348-54.9% |