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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $56,211 |
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $21,503 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,493 | $66,098+80.8% | $101,794+17.4% | $74,304+60.8% |
| Participation rate | 76.7% | 53.8%+23.0pp | 69.2%+7.5pp | 60.3%+16.4pp |
| Annual return | 7.35% | 19.59%-12.2pp | 30.53%-23.2pp | 29.43%-22.1pp |
| Employer contribution / active EE | $641 | $1,082-40.7% | $2,289-72.0% | $2,241-71.4% |
| Participant deferral / active EE | $5,705 | $2,781+105.1% | $4,084+39.7% | $3,767+51.4% |
| Admin fee / account holder | $576 | $4,146-86.1% | $8,777-93.4% | $2,969-80.6% |