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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,952 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,700 |
QUALIFIED PLAN CONSULTANS4 years Filed as: QUALIFED PLAN CONSULTANTS, LLC Service code 15 · EIN 20-0223513 | Recordkeeping | $825 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,754 | $61,356-7.5% | $149,696-62.1% | $71,511-20.6% |
| Participation rate | 67.2% | 62.5%+4.6pp | 78.8%-11.6pp | 67.9%-0.8pp |
| Annual return | 18.58% | 35.86%-17.3pp | 134.46%-115.9pp | 28.86%-10.3pp |
| Employer contribution / active EE | $1,038 | $2,382-56.4% | $4,821-78.5% | $2,589-59.9% |
| Participant deferral / active EE | $2,483 | $2,920-14.9% | $5,682-56.3% | $4,291-42.1% |
| Admin fee / account holder | $392 | $1,263-69.0% | $13,212-97.0% | $1,588-75.3% |