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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,068 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,417 |
Filed as: CAPFINANCIAL SECURITIES Service code 27 · EIN 56-0956028 | Advisory (Plan) | $8,333 |
QRPS, INC.1 year Service code 15 · EIN 56-1606387 | Recordkeeping | $4,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,622 | $58,344-14.9% | $98,483-49.6% | $86,821-42.8% |
| Participation rate | 99.2% | 68.4%+30.8pp | 73.3%+25.9pp | 72.3%+26.9pp |
| Annual return | 13.62% | 43.47%-29.9pp | 1494.38%-1480.8pp | 97.94%-84.3pp |
| Employer contribution / active EE | $1,887 | $2,008-6.0% | $2,961-36.3% | $2,406-21.6% |
| Participant deferral / active EE | $3,591 | $3,156+13.8% | $4,276-16.0% | $4,132-13.1% |
| Admin fee / account holder | $172 | $138+25.2% | $5,953-97.1% | $170+1.7% |