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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST FINANCIAL A Service code 27 · EIN 45-0479693 | Advisory (Plan) | $57,000 |
SMITH & HOWARD, PC6+ years Filed as: SMITH & HOWARD Service code 10 · EIN 58-1250486 | Accounting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,096 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $75,759 | $46,219+63.9% | $89,414-15.3% | $90,274-16.1% |
| Participation rate | 49.1% | 44.9%+4.2pp | 68.0%-18.9pp | 73.4%-24.2pp |
| Annual return | 16.27% | 25.71%-9.4pp | 245.50%-229.2pp | 53.97%-37.7pp |
| Employer contribution / active EE | $2,234 | $953+134.4% | $2,586-13.6% | $2,523-11.5% |
| Participant deferral / active EE | $4,046 | $2,136+89.4% | $3,890+4.0% | $4,231-4.4% |
| Admin fee / account holder | $24 | $147-83.4% | $4,883-99.5% | $114-78.7% |