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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $232,393 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,946 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,881 | $37,196-33.1% | $154,111-83.9% | $55,725-55.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -4.98% | 1319.68%-1324.7pp | 735.18%-740.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $2,497 | $1,614+54.7% | $5,298-52.9% | $2,078+20.1% |
| Participant deferral / active EE | $2,721 | $2,068+31.6% | $5,081-46.4% | $3,356-18.9% |
| Admin fee / account holder | $324 | $102+219.2% | $13,411-97.6% | $115+181.5% |