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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $44,740 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,887 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $254,570 | $66,601+282.2% | $92,909+174.0% | $67,579+276.7% |
| Participation rate | 97.0% | 72.5%+24.5pp | 76.0%+21.0pp | 71.3%+25.8pp |
| Annual return | 22.64% | 92.58%-69.9pp | 109.44%-86.8pp | 378.56%-355.9pp |
| Employer contribution / active EE | $12,250 | $2,775+341.4% | $3,653+235.3% | $2,148+470.3% |
| Participant deferral / active EE | $6,921 | $3,157+119.3% | $4,238+63.3% | $3,539+95.6% |
| Admin fee / account holder | $127 | $199-35.9% | $5,795-97.8% | $142-10.5% |