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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $30,174 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,451 |
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 | $189,649 | $57,921+227.4% | $84,753+123.8% | $57,661+228.9% |
| Participation rate | 97.6% | 72.9%+24.6pp | 76.6%+21.0pp | 70.2%+27.4pp |
| Annual return | 5.61% | 10.24%-4.6pp | 22.78%-17.2pp | 5.13%+0.5pp |
| Employer contribution / active EE | $11,699 | $2,598+350.3% | $3,574+227.3% | $1,974+492.7% |
| Participant deferral / active EE | $5,548 | $2,742+102.3% | $3,712+49.5% | $3,061+81.3% |
| Admin fee / account holder | $57 | $130-56.1% | $5,333-98.9% | $95-39.8% |