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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $34,077 |
Service code 19 | Securities Custodian | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,631 | $59,834+23.1% | $79,576-7.5% | $68,495+7.5% |
| Participation rate | 42.6% | 61.1%-18.5pp | 69.5%-26.9pp | 67.9%-25.3pp |
| Annual return | -7.23% | -12.30%+5.1pp | 0.15%-7.4pp | -7.84%+0.6pp |
| Employer contribution / active EE | $237 | $1,505-84.2% | $2,413-90.2% | $2,596-90.9% |
| Participant deferral / active EE | $2,689 | $3,024-11.1% | $3,985-32.5% | $4,028-33.2% |
| Admin fee / account holder | $660 | $4,835-86.4% | $6,834-90.3% | $5,403-87.8% |