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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $55,807 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $15,007 |
CHARLES SCHWAB & CO., INC.2 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 | $123,392 | $49,451+149.5% | $79,550+55.1% | $66,914+84.4% |
| Participation rate | 90.0% | 61.3%+28.7pp | 69.5%+20.5pp | 69.8%+20.2pp |
| Annual return | -20.01% | 84.25%-104.3pp | 0.16%-20.2pp | 1.58%-21.6pp |
| Employer contribution / active EE | $855 | $1,266-32.5% | $2,413-64.6% | $2,544-66.4% |
| Participant deferral / active EE | $7,925 | $3,159+150.9% | $3,985+98.9% | $4,237+87.1% |
| Admin fee / account holder | $676 | $595+13.8% | $6,832-90.1% | $593+14.0% |