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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M 15 · CLARKSTON, MI 48348 | Advisory (Participants) | $34,110 |
Filed as: FREEDOM ONE RETIREMENT SERVICES Service code 19 8031 M-15 · CLARKSTON, MA 48348 | Securities Custodian | $13,799 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,066 | $136,307-77.9% | $177,840-83.1% | $73,493-59.1% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.7%+11.8pp | 70.7%+28.9pp |
| Annual return | 20.87% | 18.68%+2.2pp | 48.32%-27.5pp | 28.51%-7.6pp |
| Employer contribution / active EE | $2,758 | $3,712-25.7% | $5,919-53.4% | $2,270+21.5% |
| Participant deferral / active EE | $5,603 | $5,829-3.9% | $7,714-27.4% | $3,740+49.8% |
| Admin fee / account holder | $200 | $596-66.4% | $12,431-98.4% | $513-61.0% |