Filed December 2, 2025
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,275 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 16 · EIN 26-0058143 | Consulting | $37,500 |
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 | $343,285 | $63,924+437.0% | $108,582+216.2% | $55,167+522.3% |
| Participation rate | 98.9% | 74.3%+24.6pp | 79.6%+19.4pp | 69.0%+29.9pp |
| Annual return | 7.40% | 15.31%-7.9pp | -51.70%+59.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $10,965 | $1,879+483.5% | $3,758+191.7% | $1,963+458.7% |
| Participant deferral / active EE | $5,445 | $3,067+77.5% | $4,311+26.3% | $3,054+78.3% |
| Admin fee / account holder | $356 | $618-42.4% | $7,645-95.3% | $504-29.4% |