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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $63,168 |
FORVIS, LLP2 years Filed as: MAZARS USA LLP Service code 10 · EIN 15-1459550 | Accounting | $16,615 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,911 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,847 | $78,852-38.1% | $76,768-36.4% | $75,289-35.1% |
| Participation rate | 83.1% | 85.0%-1.9pp | 77.0%+6.1pp | 72.4%+10.7pp |
| Annual return | -6.84% | -1.29%-5.6pp | 2.43%-9.3pp | -0.04%-6.8pp |
| Employer contribution / active EE | $2,108 | $2,794-24.6% | $2,485-15.2% | $2,405-12.3% |
| Participant deferral / active EE | $5,962 | $4,800+24.2% | $3,852+54.8% | $3,739+59.5% |
| Admin fee / account holder | $52 | $79-33.7% | $6,675-99.2% | $102-48.8% |