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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $72,696 |
Service code 15 8031 M-15 · CLARKSTON, MI 48348 | Recordkeeping | $23,662 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS Service code 20 P.O. BOX 52129 · PHOENIX, AZ 85072 | Trustee (individual); Trustee (bank, ... | $5,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,237 | $31,424+21.7% | $81,473-53.1% | $69,631-45.1% |
| Participation rate | 55.7% | 50.8%+4.9pp | 68.0%-12.3pp | 70.7%-15.0pp |
| Annual return | -6.52% | 22.44%-29.0pp | 38.78%-45.3pp | 27571.02%-27577.5pp |
| Employer contribution / active EE | $1,233 | $1,029+19.8% | $2,568-52.0% | $2,032-39.3% |
| Participant deferral / active EE | $3,005 | $1,838+63.5% | $3,537-15.0% | $3,224-6.8% |
| Admin fee / account holder | $315 | $103+207.4% | $4,561-93.1% | $110+185.6% |