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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $79,880 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $23,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$134,432 |
Form 5500 reported that benefits due were not provided when due.
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 | $119,169 | $80,360+48.3% | $90,161+32.2% | $77,958+52.9% |
| Participation rate | 89.5% | 81.9%+7.6pp | 76.9%+12.6pp | 71.6%+17.8pp |
| Annual return | 20.35% | 24.56%-4.2pp | 34.89%-14.5pp | 20.87%-0.5pp |
| Employer contribution / active EE | $3,893 | $2,326+67.4% | $3,318+17.3% | $2,310+68.5% |
| Participant deferral / active EE | $7,182 | $5,829+23.2% | $5,287+35.8% | $3,537+103.1% |
| Admin fee / account holder | -$7 | $64-111.4% | $5,943-100.1% | $97-107.4% |