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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $21,531 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,978 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $5,322 |
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 | $120,902 | $55,453+118.0% | $170,439-29.1% | $62,293+94.1% |
| Participation rate | 87.6% | 66.4%+21.2pp | 83.6%+4.0pp | 69.5%+18.1pp |
| Annual return | 17.36% | 21.38%-4.0pp | 205.94%-188.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $9,171 | $2,164+323.9% | $5,433+68.8% | $2,042+349.1% |
| Participant deferral / active EE | $5,816 | $2,303+152.6% | $4,939+17.8% | $3,169+83.5% |
| Admin fee / account holder | $220 | $455-51.6% | $13,881-98.4% | $479-54.0% |