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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,667 |
QRPS, INC.2 years Service code 15 · EIN 56-1606387 | Recordkeeping | $8,157 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,147 | $47,766-7.6% | $82,763-46.7% | $64,824-31.9% |
| Participation rate | 97.1% | 67.7%+29.5pp | 72.6%+24.6pp | 71.5%+25.7pp |
| Annual return | -17.70% | -13.06%-4.6pp | 702.45%-720.1pp | 32.84%-50.5pp |
| Employer contribution / active EE | $1,741 | $2,182-20.2% | $3,008-42.1% | $2,507-30.6% |
| Participant deferral / active EE | $3,407 | $3,332+2.2% | $4,395-22.5% | $4,311-21.0% |
| Admin fee / account holder | $169 | $143+18.5% | $5,325-96.8% | $188-9.8% |