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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL Service code 10 · EIN 26-0058143 | Accounting | $46,027 |
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,473 |
GRANT THORNTON LLP3 years Filed as: GRANTTHORNTON LLP Service code 27 · EIN 36-6055558 | Advisory (Plan) | $12,688 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $148,931 | $47,180+215.7% | $149,723-0.5% | $74,473+100.0% |
| Participation rate | 89.5% | 63.4%+26.1pp | 78.8%+10.7pp | 70.7%+18.8pp |
| Annual return | 16.19% | 22.75%-6.6pp | 134.50%-118.3pp | 34.36%-18.2pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $143 | $343-58.4% | $13,215-98.9% | $347-58.8% |