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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,269 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL Service code 10 · EIN 26-0058143 | Accounting | $21,447 |
GRANT THORNTON LLP5 years Filed as: GRANTTHORNTON LLP Service code 27 · EIN 36-6055558 | Advisory (Plan) | $15,080 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,172 | $50,982+269.1% | $154,803+21.6% | $85,563+119.9% |
| Participation rate | 87.6% | 59.8%+27.8pp | 78.1%+9.5pp | 66.0%+21.6pp |
| Annual return | 14.73% | 30.35%-15.6pp | 58.88%-44.2pp | 31.51%-16.8pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $139 | $846-83.5% | $14,329-99.0% | $834-83.3% |