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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS, LLC Service code 16 · EIN 45-0479693 | Consulting | $27,640 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $3,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,944 | $41,281+59.7% | $109,313-39.7% | $57,658+14.4% |
| Participation rate | 44.8% | 59.3%-14.6pp | 71.3%-26.5pp | 70.2%-25.5pp |
| Annual return | 5.45% | 8.97%-3.5pp | 22.07%-16.6pp | 5.13%+0.3pp |
| Employer contribution / active EE | $610 | $1,201-49.3% | $3,892-84.3% | $1,974-69.1% |
| Participant deferral / active EE | $3,208 | $2,223+44.3% | $3,166+1.3% | $3,061+4.8% |
| Admin fee / account holder | $67 | $75-11.4% | $5,666-98.8% | $95-29.5% |