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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $417,345 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $97,757 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,021 | $48,835-69.2% | $170,435-91.2% | $177,276-91.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 83.6%+16.4pp | 74.8%+25.2pp |
| Annual return | 16.33% | 19.44%-3.1pp | 205.94%-189.6pp | 21.25%-4.9pp |
| Employer contribution / active EE | $117 | $1,798-93.5% | $5,432-97.8% | $2,479-95.3% |
| Participant deferral / active EE | $3,354 | $2,757+21.6% | $4,939-32.1% | $3,881-13.6% |
| Admin fee / account holder | $75 | $52+44.0% | $13,881-99.5% | $154-51.5% |