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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST ADVISORS, LLC Service code 16 102 W. WHITING STREET · TAMPA, FL 33602 | Consulting | $36,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,929 |
SMITH & HOWARD, PC3+ years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $15,281 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,465 | $43,717+38.3% | $81,473-25.8% | $77,958-22.4% |
| Participation rate | 51.1% | 42.5%+8.6pp | 68.0%-16.9pp | 71.6%-20.5pp |
| Annual return | 18.05% | 23.83%-5.8pp | 38.78%-20.7pp | 20.87%-2.8pp |
| Employer contribution / active EE | $2,374 | $919+158.4% | $2,568-7.6% | $2,310+2.7% |
| Participant deferral / active EE | $4,253 | $1,783+138.5% | $3,537+20.2% | $3,537+20.3% |
| Admin fee / account holder | $32 | $108-70.2% | $4,561-99.3% | $97-67.0% |