| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $44,752 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $21,640 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,045 | $95,388-2.5% | $125,401-25.8% | $77,906+19.4% |
| Participation rate | 96.7% | 78.6%+18.1pp | 82.4%+14.3pp | 73.7%+23.0pp |
| Annual return | -12.04% | 116.19%-128.2pp | 572.53%-584.6pp | 12.16%-24.2pp |
| Employer contribution / active EE | $3,073 | $3,666-16.2% | $4,816-36.2% | $2,846+8.0% |
| Participant deferral / active EE | $9,268 | $7,711+20.2% | $7,448+24.4% | $4,805+92.9% |
| Admin fee / account holder | $100 | $119-16.2% | $10,008-99.0% | $133-24.9% |