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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $81,934 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,372 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$147,094 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,476 | $106,247+148.9% | $147,096+79.8% | $77,714+240.3% |
| Participation rate | 97.8% | 78.4%+19.5pp | 82.2%+15.7pp | 70.6%+27.3pp |
| Annual return | 18.66% | 56.87%-38.2pp | 419.75%-401.1pp | 31.26%-12.6pp |
| Employer contribution / active EE | $8,062 | $4,069+98.1% | $4,936+63.3% | $2,727+195.7% |
| Participant deferral / active EE | $13,501 | $7,996+68.8% | $8,071+67.3% | $4,649+190.4% |
| Admin fee / account holder | -$54 | $338-116.1% | $13,005-100.4% | $433-112.5% |