| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $95,996 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $22,411 |
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 | $116,798 | $107,415+8.7% | $135,998-14.1% | $80,187+45.7% |
| Participation rate | 96.9% | 78.0%+18.9pp | 81.9%+15.0pp | 72.9%+24.0pp |
| Annual return | 17.86% | 91.99%-74.1pp | 68.37%-50.5pp | 40.40%-22.5pp |
| Employer contribution / active EE | $3,200 | $3,878-17.5% | $4,860-34.2% | $2,980+7.4% |
| Participant deferral / active EE | $10,071 | $8,189+23.0% | $7,761+29.8% | $5,016+100.8% |
| Admin fee / account holder | $145 | $127+14.1% | $10,769-98.7% | $145-0.1% |