| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $86,354 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $62,167 |
Service code 27 · EIN 30-0840934 | Advisory (Plan) | $34,001 |
Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $23,750 |
BRYAN CAVE LLP2+ years Service code 27 · EIN 43-0602162 | Advisory (Plan) | $8,102 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $162,582 | $63,905+154.4% | $74,184+119.2% | $57,661+182.0% |
| Participation rate | 99.6% | 79.8%+19.9pp | 76.6%+23.0pp | 70.2%+29.4pp |
| Annual return | 7.92% | 60.60%-52.7pp | 17.74%-9.8pp | 5.13%+2.8pp |
| Employer contribution / active EE | $4,594 | $1,840+149.6% | $2,370+93.8% | $1,974+132.7% |
| Participant deferral / active EE | $7,402 | $3,448+114.7% | $3,550+108.5% | $3,061+141.8% |
| Admin fee / account holder | $385 | $91+322.6% | $5,586-93.1% | $95+307.1% |