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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $54,580 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $3,510 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,217 | $80,177+67.4% | $123,894+8.3% | $57,661+132.8% |
| Participation rate | 76.3% | 74.4%+1.8pp | 81.4%-5.1pp | 70.2%+6.0pp |
| Annual return | 8.21% | 17.90%-9.7pp | 47.52%-39.3pp | 5.13%+3.1pp |
| Employer contribution / active EE | $4 | $2,913-99.9% | $4,617-99.9% | $1,974-99.8% |
| Participant deferral / active EE | $9,522 | $5,130+85.6% | $5,984+59.1% | $3,061+211.1% |
| Admin fee / account holder | $72 | $106-32.7% | $8,357-99.1% | $95-24.3% |