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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $50,391 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,063 |
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 | $114,689 | $58,888+94.8% | $178,499-35.7% | $73,493+56.1% |
| Participation rate | 99.5% | 66.2%+33.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 15.73% | 24.86%-9.1pp | 151.10%-135.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $8,330 | $2,236+272.5% | $5,011+66.2% | $2,270+267.0% |
| Participant deferral / active EE | $5,441 | $2,568+111.9% | $5,202+4.6% | $3,740+45.5% |
| Admin fee / account holder | $296 | $400-25.9% | $13,986-97.9% | $513-42.2% |