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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $48,057 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$22,489 |
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 | $211,008 | $60,545+248.5% | $92,240+128.8% | $69,634+203.0% |
| Participation rate | 97.0% | 72.2%+24.9pp | 76.5%+20.6pp | 70.7%+26.3pp |
| Annual return | 20.26% | 19.71%+0.5pp | 176.29%-156.0pp | 27572.26%-27552.0pp |
| Employer contribution / active EE | $11,484 | $2,633+336.1% | $3,680+212.1% | $2,032+465.1% |
| Participant deferral / active EE | $5,686 | $2,828+101.1% | $3,897+45.9% | $3,224+76.4% |
| Admin fee / account holder | $58 | $145-60.1% | $5,194-98.9% | $110-47.7% |