| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $34,236 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $20,890 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $17,118 |
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 | $66,428 | $85,635-22.4% | $123,894-46.4% | $63,975+3.8% |
| Participation rate | 92.2% | 74.9%+17.2pp | 81.4%+10.8pp | 71.1%+21.0pp |
| Annual return | 9.77% | 15.74%-6.0pp | 47.52%-37.7pp | 48.65%-38.9pp |
| Employer contribution / active EE | $2,489 | $3,076-19.1% | $4,617-46.1% | $2,182+14.1% |
| Participant deferral / active EE | $6,900 | $5,667+21.8% | $5,984+15.3% | $3,356+105.6% |
| Admin fee / account holder | $146 | $75+94.3% | $8,357-98.3% | $70+106.6% |