Filed January 2, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $105,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,968 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,291 | $131,734+133.3% | $93,765+227.7% | $64,829+374.0% |
| Participation rate | 98.3% | 85.5%+12.8pp | 81.0%+17.3pp | 71.5%+26.8pp |
| Annual return | -19.81% | -14.04%-5.8pp | -11.32%-8.5pp | 32.85%-52.7pp |
| Employer contribution / active EE | $8,275 | $5,643+46.7% | $4,327+91.2% | $2,507+230.1% |
| Participant deferral / active EE | $14,825 | $8,135+82.2% | $6,099+143.1% | $4,312+243.9% |
| Admin fee / account holder | $169 | $141+19.3% | $7,184-97.7% | $188-10.3% |