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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $58,853 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,983 | $71,957-27.8% | $67,652-23.2% | $59,188-12.2% |
| Participation rate | 65.9% | 82.7%-16.7pp | 75.7%-9.7pp | 69.4%-3.5pp |
| Annual return | 6.94% | 8.53%-1.6pp | 6625.40%-6618.5pp | 5.51%+1.4pp |
| Employer contribution / active EE | $1,832 | $2,432-24.7% | $2,266-19.2% | $2,098-12.7% |
| Participant deferral / active EE | $5,092 | $4,211+20.9% | $3,560+43.1% | $3,265+56.0% |
| Admin fee / account holder | $89 | $64+38.7% | $4,821-98.2% | $92-3.5% |