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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $31,985 |
Filed as: CBIZ, INC. Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $27,957 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 13 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Contract Administrator | $10,173 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | $565,817-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | - |
| Annual return | -21.96% | 55.68%-77.6pp | -8.79%-13.2pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $43,463-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $866-100.0% | - |