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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $48,428 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,835 |
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 | $127,146 | $88,122+44.3% | $141,200-10.0% | $67,584+88.1% |
| Participation rate | 94.8% | 76.5%+18.4pp | 82.5%+12.3pp | 71.3%+23.5pp |
| Annual return | 26.49% | 75.40%-48.9pp | 71.41%-44.9pp | 378.59%-352.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $8,509 | $5,958+42.8% | $6,710+26.8% | $3,540+140.4% |
| Admin fee / account holder | -$3 | $131-102.1% | $10,265-100.0% | $142-101.9% |