Filed February 23, 2017
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Service code 21 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Bank Trustee | $79,389 |
PRICEWATERHOUSECOOPERS LLP4+ years Service code 11 · EIN 13-4008324 ONE NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $72,090 |
Service code 18 · EIN 04-2647786 430 W 7TH STREET STE 219432 · KANSAS CITY, MA 64105 | Custodial (other than securities) | $10,500 |
MATRIX TRUST COMPANY2 years Filed as: BROADRIDGE MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Bank Trustee | $8,557 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 9.44% | 15.61%-6.2pp | 20.73%-11.3pp | 53.27%-43.8pp |
| Employer contribution / active EE | $39,994 | $10,773+271.2% | $36,503+9.6% | $14,774+170.7% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |