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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.
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 | $188,172 | $46,464+305.0% | $150,298+25.2% | $79,634+136.3% |
| Participation rate | 87.6% | 57.0%+30.7pp | 77.8%+9.8pp | 62.5%+25.1pp |
| Annual return | 14.73% | 27.89%-13.2pp | 62.79%-48.1pp | 36.46%-21.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $139 | $891-84.4% | $14,116-99.0% | $1,002-86.1% |