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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $49,271 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $17,500 |
RSM US LLP1+ years Filed as: MCGLADERY & PULLEN, LLP Service code 10 · EIN 42-0714325 | Accounting | $16,856 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL KUSHNER Service code 56 MIAMI CHILDREN'S HEALTH SYSTEM · MIAMI, FL 33155 | Non-monetary compensation | $0 |
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 | $43,767 | $37,039+18.2% | $147,618-70.4% | $59,188-26.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 84.6%+15.4pp | 69.4%+30.6pp |
| Annual return | 1.14% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.4pp |
| Employer contribution / active EE | $2,768 | $1,353+104.6% | $5,564-50.3% | $2,098+31.9% |
| Participant deferral / active EE | $3,290 | $2,094+57.1% | $4,895-32.8% | $3,265+0.8% |
| Admin fee / account holder | $29 | $60-51.8% | $11,612-99.7% | $92-68.5% |