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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10117 | Contract Administrator | $14,686 |
Filed as: CAPTRUST Service code 26 · EIN 26-0058143 10250 REGENCY CIR · OMAHA, NE 68114 | Advisory (Participants) | $8,906 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,215 | $61,338+34.0% | $149,717-45.1% | $71,495+15.0% |
| Participation rate | 71.7% | 62.5%+9.2pp | 78.8%-7.1pp | 67.9%+3.8pp |
| Annual return | 15.47% | 35.86%-20.4pp | 134.41%-118.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $3,531 | $2,381+48.3% | $4,820-26.7% | $2,589+36.4% |
| Participant deferral / active EE | $3,447 | $2,919+18.1% | $5,682-39.3% | $4,291-19.7% |
| Admin fee / account holder | $84 | $1,263-93.4% | $13,213-99.4% | $1,588-94.7% |