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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,421 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL Service code 10 · EIN 26-0058143 | Accounting | $27,349 |
GRANT THORNTON LLP4 years Filed as: GRANTTHORNTON LLP Service code 27 · EIN 36-6055558 | Advisory (Plan) | $14,560 |
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 | $164,923 | $50,919+223.9% | $155,556+6.0% | $77,762+112.1% |
| Participation rate | 88.6% | 63.1%+25.5pp | 78.2%+10.4pp | 70.6%+18.0pp |
| Annual return | 12.61% | 34.84%-22.2pp | 64.84%-52.2pp | 31.27%-18.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $151 | $437-65.5% | $15,885-99.1% | $433-65.2% |