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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $123,909 |
Service code 37 · EIN 04-2647786 | Loan Processing | $104,321 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $40,428 |
Service code 26 · EIN 86-0588303 | Advisory (Participants) | $5,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,969 | $59,339-32.6% | $149,673-73.3% | $103,482-61.4% |
| Participation rate | 24.8% | 70.2%-45.4pp | 78.8%-54.0pp | 73.3%-48.5pp |
| Annual return | 28.36% | 77.78%-49.4pp | 134.42%-106.1pp | 33.11%-4.7pp |
| Employer contribution / active EE | $0 | $2,178-100.0% | $4,818-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $1,398 | $3,716-62.4% | $5,680-75.4% | $5,207-73.1% |
| Admin fee / account holder | $121 | $103+17.5% | $13,210-99.1% | $114+6.0% |