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| Provider | Service type | Compensation |
|---|---|---|
LJ MOSBY, P.C.1+ years Filed as: LJ MOSBY, PC Service code 10 · EIN 84-1656069 | Accounting | $18,500 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,284 |
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 | $123,127 | $86,791+41.9% | $115,038+7.0% | $59,188+108.0% |
| Participation rate | 86.9% | 72.8%+14.1pp | 81.4%+5.6pp | 69.4%+17.5pp |
| Annual return | 0.51% | 4.44%-3.9pp | 26.14%-25.6pp | 5.51%-5.0pp |
| Employer contribution / active EE | $7,500 | $2,950+154.3% | $4,608+62.8% | $2,098+257.5% |
| Participant deferral / active EE | $9,162 | $5,298+72.9% | $6,026+52.0% | $3,265+180.6% |
| Admin fee / account holder | $23 | $95-75.5% | $8,175-99.7% | $92-74.7% |