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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $44,074 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $38,619 |
Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $12,467 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390,790 | $98,766+295.7% | $149,730+161.0% | $79,852+389.4% |
| Participation rate | 95.8% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.2pp |
| Annual return | 17.84% | 27.43%-9.6pp | 276.70%-258.9pp | 31.72%-13.9pp |
| Employer contribution / active EE | $15,952 | $3,217+395.9% | $4,645+243.4% | $2,471+545.5% |
| Participant deferral / active EE | $15,118 | $5,681+166.1% | $6,843+120.9% | $3,740+304.2% |
| Admin fee / account holder | $719 | $6,052-88.1% | $9,310-92.3% | $5,306-86.5% |