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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $86,568 |
Filed as: CAPTRUST FINANCIAL SERVICES Service code 16 · EIN 26-0058143 | Consulting | $51,687 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,010 | $106,236+121.2% | $112,270+109.3% | $64,829+262.5% |
| Participation rate | 96.5% | 71.7%+24.9pp | 75.1%+21.5pp | 71.5%+25.1pp |
| Annual return | -15.69% | -6.02%-9.7pp | 27.49%-43.2pp | 32.85%-48.5pp |
| Employer contribution / active EE | $13,000 | $3,167+310.5% | $3,635+257.6% | $2,507+418.5% |
| Participant deferral / active EE | $8,273 | $3,786+118.5% | $4,729+74.9% | $4,312+91.9% |
| Admin fee / account holder | $84 | $452-81.4% | $6,411-98.7% | $188-55.3% |