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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 16 · EIN 26-0051843 | Consulting | $18,432 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,648 |
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 | $79,941 | $155,795-48.7% | $136,298-41.3% | $69,631+14.8% |
| Participation rate | 83.8% | 75.2%+8.6pp | 81.9%+1.9pp | 70.7%+13.1pp |
| Annual return | 18.14% | 232464.33%-232446.2pp | 5156.27%-5138.1pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,775 | $2,991-40.6% | $4,696-62.2% | $2,032-12.6% |
| Participant deferral / active EE | $5,173 | $5,394-4.1% | $6,247-17.2% | $3,224+60.5% |
| Admin fee / account holder | $49 | $128-62.0% | $9,244-99.5% | $110-55.9% |