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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $31,795 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $29,518 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Direct payment from the plan; Custodi... | $5,409 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,571 | $91,439-57.8% | $135,974-71.6% | $71,511-46.1% |
| Participation rate | 82.7% | 75.7%+7.1pp | 81.9%+0.8pp | 67.9%+14.8pp |
| Annual return | 19.74% | 29.90%-10.2pp | 68.30%-48.6pp | 28.86%-9.1pp |
| Employer contribution / active EE | $1,165 | $3,705-68.5% | $4,859-76.0% | $2,589-55.0% |
| Participant deferral / active EE | $3,558 | $7,093-49.8% | $7,760-54.1% | $4,291-17.1% |
| Admin fee / account holder | $219 | $1,267-82.7% | $10,767-98.0% | $1,588-86.2% |