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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $65,446 |
RUSSELL TRUST COMPANY4+ years Service code 28 · EIN 91-1116938 | Investment Management | $63,244 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 11 · EIN 54-0507711 | Actuarial | $47,403 |
BMO HARRIS BANK NA4+ years Filed as: M&T BANK Service code 26 · EIN 52-0312840 | Advisory (Participants) | $26,990 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $3,370,408-100.0% | $286,273-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 1.2%-1.2pp |
| Annual return | 7.52% | 16.35%-8.8pp | 10.78%-3.3pp | 53.27%-45.8pp |
| Employer contribution / active EE | $0 | $11,482-100.0% | $41,857-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $34-100.0% | $59-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $83,605-100.0% | $13,289-100.0% |