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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAP FINANCIAL PARTNERS Service code 13 · EIN 26-0058143 | Contract Administrator | $13,220 |
Filed as: FOREST CAPITAL MANAGEMENT. Service code 27 420 W HURON ST · CHICAGO, IL 60654 | Advisory (Plan) | $7,697 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,120 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,656 | $86,897-65.9% | $151,628-80.4% | $64,814-54.2% |
| Participation rate | 72.3% | 87.3%-15.0pp | 87.5%-15.2pp | 71.5%+0.8pp |
| Annual return | -14.89% | -3.57%-11.3pp | 3.34%-18.2pp | 32.84%-47.7pp |
| Employer contribution / active EE | $2,857 | $4,010-28.8% | $6,165-53.7% | $2,507+14.0% |
| Participant deferral / active EE | $6,422 | $6,690-4.0% | $8,363-23.2% | $4,310+49.0% |
| Admin fee / account holder | $46 | $153-70.0% | $11,613-99.6% | $188-75.6% |