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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $34,182 |
Filed as: FREEDOM ONE RETIREMENT SERVICES,LLC Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $12,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,501 | $42,546-11.9% | $71,796-47.8% | $55,167-32.0% |
| Participation rate | 54.7% | 59.1%-4.4pp | 69.1%-14.4pp | 69.0%-14.3pp |
| Annual return | 7.12% | 12.36%-5.2pp | 78.04%-70.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,373 | $2,064+15.0% | $2,794-15.1% | $3,054-22.3% |
| Admin fee / account holder | $454 | $650-30.1% | $4,815-90.6% | $504-9.9% |