Filed September 12, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $42,038 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $16,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$97,923 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,310 | $81,321+41.8% | $68,509+68.3% | $59,188+94.8% |
| Participation rate | 81.8% | 83.8%-2.0pp | 74.7%+7.1pp | 69.4%+12.4pp |
| Annual return | 0.95% | 4.65%-3.7pp | 8.27%-7.3pp | 5.51%-4.6pp |
| Employer contribution / active EE | $2,905 | $3,297-11.9% | $2,278+27.5% | $2,098+38.5% |
| Participant deferral / active EE | $6,451 | $4,592+40.5% | $3,382+90.7% | $3,265+97.6% |
| Admin fee / account holder | -$21 | $62-133.6% | $5,275-100.4% | $92-122.5% |