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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,248 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,109 |
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 15-1459550 | Accounting | $8,000 |
FORVIS, LLP1 year Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $8,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,197 | $88,730-34.4% | $82,312-29.3% | $77,958-25.3% |
| Participation rate | 78.7% | 84.5%-5.9pp | 76.9%+1.8pp | 71.6%+7.0pp |
| Annual return | 24.10% | 20.88%+3.2pp | 25.88%-1.8pp | 20.87%+3.2pp |
| Employer contribution / active EE | $2,042 | $2,758-25.9% | $2,428-15.9% | $2,310-11.6% |
| Participant deferral / active EE | $6,023 | $4,634+30.0% | $3,706+62.5% | $3,537+70.3% |
| Admin fee / account holder | $91 | $74+23.4% | $5,608-98.4% | $97-6.3% |