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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $99,724 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $37,451 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,202 | $78,275+310.4% | $109,191+194.2% | $86,828+269.9% |
| Participation rate | 95.5% | 73.8%+21.7pp | 75.9%+19.6pp | 72.3%+23.2pp |
| Annual return | 15.25% | 19.14%-3.9pp | 25.76%-10.5pp | 97.95%-82.7pp |
| Employer contribution / active EE | $13,149 | $3,105+323.5% | $3,723+253.2% | $2,406+446.5% |
| Participant deferral / active EE | $8,089 | $3,641+122.2% | $4,653+73.8% | $4,132+95.8% |
| Admin fee / account holder | $145 | $198-27.2% | $6,756-97.9% | $170-14.8% |