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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,750 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,827 |
QRPS, INC.4 years Service code 15 · EIN 56-1606387 | Recordkeeping | $9,895 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,879 | $65,960-9.2% | $81,882-26.9% | $77,762-23.0% |
| Participation rate | 97.9% | 65.8%+32.1pp | 72.4%+25.5pp | 70.6%+27.3pp |
| Annual return | 13.45% | 26.64%-13.2pp | 779.47%-766.0pp | 31.27%-17.8pp |
| Employer contribution / active EE | $2,044 | $2,375-13.9% | $2,916-29.9% | $2,728-25.1% |
| Participant deferral / active EE | $3,929 | $3,505+12.1% | $4,323-9.1% | $4,651-15.5% |
| Admin fee / account holder | $197 | $526-62.6% | $7,360-97.3% | $433-54.5% |