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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $77,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,188 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,367 | $47,180+273.8% | $149,723+17.8% | $74,473+136.8% |
| Participation rate | 93.8% | 63.4%+30.4pp | 78.8%+15.0pp | 70.7%+23.0pp |
| Annual return | 17.48% | 22.75%-5.3pp | 134.50%-117.0pp | 34.36%-16.9pp |
| Employer contribution / active EE | $8,605 | $1,907+351.2% | $4,821+78.5% | $2,638+226.2% |
| Participant deferral / active EE | $6,665 | $2,730+144.1% | $5,682+17.3% | $4,530+47.1% |
| Admin fee / account holder | $195 | $343-43.1% | $13,215-98.5% | $347-43.8% |