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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $93,412 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,561 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON ROSE FULBRIGHT US LLP Service code 29 · EIN 74-1201087 | Legal | $37,389 |
HAM, LANGSTON & BREZINA, LLP3+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $13,622 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,763 |
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 | $188,884 | $90,410+108.9% | $91,004+107.6% | $77,958+142.3% |
| Participation rate | 93.6% | 86.4%+7.2pp | 75.6%+18.0pp | 71.6%+22.0pp |
| Annual return | 18.18% | 21.34%-3.2pp | 4.60%+13.6pp | 20.87%-2.7pp |
| Employer contribution / active EE | $4,983 | $3,392+46.9% | $2,456+102.9% | $2,310+115.7% |
| Participant deferral / active EE | $8,687 | $4,816+80.4% | $3,548+144.9% | $3,537+145.6% |
| Admin fee / account holder | $221 | $79+180.6% | $5,417-95.9% | $97+127.4% |