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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $27,758 |
CAPFINANCIAL PARTNERS LLC2 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $26,947 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $1,798 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,319 | $65,083-48.8% | $143,788-76.8% | $66,930-50.2% |
| Participation rate | 93.8% | 65.2%+28.5pp | 80.3%+13.4pp | 69.8%+23.9pp |
| Annual return | -15.36% | -11.13%-4.2pp | -0.03%-15.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $2,178 | $2,361-7.7% | $4,952-56.0% | $2,545-14.4% |
| Participant deferral / active EE | $2,560 | $2,920-12.3% | $5,638-54.6% | $4,238-39.6% |
| Admin fee / account holder | $152 | $502-69.7% | $14,675-99.0% | $593-74.4% |