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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $569,055 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $46,628 |
VENABLE LLP7 years Service code 13 · EIN 52-0517250 | Contract Administrator | $17,401 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,456 | $83,057-80.2% | $143,801-88.6% | $89,433-81.6% |
| Participation rate | 86.3% | 74.0%+12.3pp | 80.3%+6.0pp | 71.3%+15.0pp |
| Annual return | -14.28% | -13.97%-0.3pp | -0.04%-14.2pp | -11.88%-2.4pp |
| Employer contribution / active EE | $697 | $2,095-66.8% | $4,952-85.9% | $3,021-76.9% |
| Participant deferral / active EE | $2,053 | $4,281-52.0% | $5,639-63.6% | $5,125-59.9% |
| Admin fee / account holder | $45 | $83-45.3% | $14,680-99.7% | $79-42.8% |