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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | $205,179 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $68,268 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $23,220 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,095 | $49,468+23.5% | $150,298-59.4% | $103,975-41.2% |
| Participation rate | 92.5% | 58.1%+34.4pp | 77.8%+14.7pp | 72.5%+20.0pp |
| Annual return | 19.97% | 38.98%-19.0pp | 62.79%-42.8pp | 19.41%+0.6pp |
| Employer contribution / active EE | $3,231 | $1,670+93.5% | $4,154-22.2% | $3,722-13.2% |
| Participant deferral / active EE | $4,905 | $2,650+85.1% | $5,453-10.0% | $5,343-8.2% |
| Admin fee / account holder | $89 | $385-76.9% | $14,116-99.4% | $332-73.2% |