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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $66,620 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$158,408 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,253 | $70,106+43.0% | $80,977+23.8% | $63,975+56.7% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 71.1%+21.2pp |
| Annual return | 8.35% | 13.93%-5.6pp | 17.11%-8.8pp | 48.65%-40.3pp |
| Employer contribution / active EE | $4,509 | $2,042+120.9% | $3,715+21.4% | $2,182+106.7% |
| Participant deferral / active EE | $8,369 | $5,245+59.6% | $5,696+46.9% | $3,356+149.3% |
| Admin fee / account holder | -$14 | $57-124.9% | $5,517-100.3% | $70-120.2% |