Filed December 2, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 16 · EIN 26-0058143 | Consulting | $89,888 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,245 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $351,975 | $57,108+516.3% | $94,224+273.6% | $52,331+572.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -0.07% | 1.47%-1.5pp | 10.68%-10.8pp | 4.54%-4.6pp |
| Employer contribution / active EE | $11,272 | $1,735+549.6% | $3,587+214.3% | $1,882+499.0% |
| Participant deferral / active EE | $5,290 | $3,040+74.0% | $4,320+22.5% | $3,022+75.0% |
| Admin fee / account holder | $402 | $546-26.5% | $6,269-93.6% | $592-32.1% |