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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,810 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,016 | $88,324-4.9% | $115,038-27.0% | $55,191+52.2% |
| Participation rate | 93.0% | 72.5%+20.5pp | 81.4%+11.6pp | 69.2%+23.8pp |
| Annual return | 0.97% | 6.30%-5.3pp | 26.14%-25.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,910 | $5,042+37.0% | $6,026+14.7% | $3,046+126.8% |
| Admin fee / account holder | $73 | $105-30.5% | $8,175-99.1% | $91-19.3% |