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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $39,037 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,623 |
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 | $192,593 | $56,443+241.2% | $83,831+129.7% | $55,727+245.6% |
| Participation rate | 98.8% | 72.0%+26.7pp | 76.1%+22.6pp | 70.9%+27.9pp |
| Annual return | -4.13% | 393.67%-397.8pp | 850.99%-855.1pp | 244.94%-249.1pp |
| Employer contribution / active EE | $12,782 | $2,682+376.6% | $3,631+252.0% | $2,078+515.0% |
| Participant deferral / active EE | $6,907 | $2,965+133.0% | $4,082+69.2% | $3,356+105.8% |
| Admin fee / account holder | $44 | $156-71.7% | $5,479-99.2% | $115-61.6% |