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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) | $21,567 |
FREEDOM ONE RETIREMENT SERVICES LLC5+ years Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $8,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,641 | $54,573+16.6% | $90,951-30.0% | $73,488-13.4% |
| Participation rate | 35.2% | 61.2%-25.9pp | 69.0%-33.8pp | 70.7%-35.4pp |
| Annual return | 5.50% | 16.69%-11.2pp | 134.60%-129.1pp | 28.51%-23.0pp |
| Employer contribution / active EE | $132 | $991-86.6% | $2,122-93.8% | $2,270-94.2% |
| Participant deferral / active EE | $1,499 | $2,517-40.4% | $3,373-55.6% | $3,740-59.9% |
| Admin fee / account holder | $677 | $521+29.9% | $5,959-88.6% | $513+32.0% |