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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $76,098 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $26,705 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $9,243 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 21 · EIN 04-3511550 | Bank Trustee | $1,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,184 | $72,770-15.9% | $67,652-9.6% | $55,191+10.9% |
| Participation rate | 97.4% | 78.8%+18.6pp | 75.7%+21.8pp | 69.2%+28.3pp |
| Annual return | -3.42% | -3.26%-0.2pp | 6625.40%-6628.8pp | 10.78%-14.2pp |
| Employer contribution / active EE | $475 | $1,769-73.2% | $2,266-79.0% | $1,899-75.0% |
| Participant deferral / active EE | $3,629 | $3,408+6.5% | $3,560+2.0% | $3,046+19.1% |
| Admin fee / account holder | $348 | $79+341.6% | $4,821-92.8% | $91+283.4% |