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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,640 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,500 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,851 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,398 | $122,042-46.4% | $184,243-64.5% | $74,429-12.1% |
| Participation rate | 82.0% | 85.5%-3.5pp | 86.8%-4.9pp | 67.2%+14.8pp |
| Annual return | 18.84% | 19.91%-1.1pp | 28.82%-10.0pp | 1368.38%-1349.5pp |
| Employer contribution / active EE | $4,540 | $4,5380% | $6,427-29.4% | $2,625+73.0% |
| Participant deferral / active EE | $10,652 | $7,143+49.1% | $9,132+16.6% | $4,348+145.0% |
| Admin fee / account holder | $120 | $1,252-90.4% | $13,914-99.1% | $1,944-93.8% |