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| Provider | Service type | Compensation |
|---|---|---|
FOLEY & LARDNER LLP2 years Service code 29 · EIN 39-0473800 | Legal | $77,047 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $75,633 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,000 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,500 |
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 | $63,701 | $44,989+41.6% | $170,435-62.6% | $77,958-18.3% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 15.61% | 19.61%-4.0pp | 205.94%-190.3pp | 20.87%-5.3pp |
| Employer contribution / active EE | $2,967 | $1,466+102.4% | $5,432-45.4% | $2,310+28.4% |
| Participant deferral / active EE | $3,774 | $2,208+71.0% | $4,939-23.6% | $3,537+6.7% |
| Admin fee / account holder | $50 | $69-27.3% | $13,881-99.6% | $97-48.5% |