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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $442,681 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST Service code 17 · EIN 26-0058143 | Pension Consulting | $48,750 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 17 · EIN 81-0635433 | Pension Consulting | $37,736 |
BAKER TILLY US, LLP8+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $28,350 |
THOMPSON HINE1 year Service code 29 · EIN 34-0575300 | Legal | $14,731 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,668-100.0% | $86,451-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -98.53% | 6789.61%-6888.1pp | 4398.51%-4497.0pp | 418.37%-516.9pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |