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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $91,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $53,072 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,706 | $46,332+281.4% | $143,797+22.9% | $64,824+172.6% |
| Participation rate | 87.3% | 64.2%+23.0pp | 80.3%+7.0pp | 71.5%+15.8pp |
| Annual return | -16.73% | -10.05%-6.7pp | -0.04%-16.7pp | 32.84%-49.6pp |
| Employer contribution / active EE | $7,750 | $1,911+305.5% | $4,952+56.5% | $2,507+209.1% |
| Participant deferral / active EE | $6,235 | $2,647+135.5% | $5,638+10.6% | $4,311+44.6% |
| Admin fee / account holder | $262 | $154+70.2% | $14,679-98.2% | $188+39.4% |