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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | $194,981 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,279 |
GRANT THORNTON LLP4 years Filed as: GRANTTHORNTON LLP Service code 10 · EIN 36-6055558 | Accounting | $26,805 |
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 | $53,302 | $53,254+0.1% | $155,602-65.7% | $199,874-73.3% |
| Participation rate | 91.0% | 64.1%+26.8pp | 78.2%+12.8pp | 72.0%+19.0pp |
| Annual return | 15.36% | 41.18%-25.8pp | 64.81%-49.4pp | 34.28%-18.9pp |
| Employer contribution / active EE | $3,147 | $1,848+70.3% | $4,675-32.7% | $3,036+3.7% |
| Participant deferral / active EE | $4,650 | $3,165+46.9% | $5,629-17.4% | $5,090-8.6% |
| Admin fee / account holder | $82 | $186-56.1% | $15,923-99.5% | $269-69.7% |