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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,142 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,867 |
QRPS, INC.5 years Service code 15 · EIN 56-1606387 | Recordkeeping | $7,700 |
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 | $80,477 | $47,105+70.8% | $68,368+17.7% | $67,986+18.4% |
| Participation rate | 98.7% | 51.8%+47.0pp | 73.8%+25.0pp | 57.2%+41.5pp |
| Annual return | 14.02% | 48.37%-34.4pp | 292.57%-278.6pp | 31.67%-17.6pp |
| Employer contribution / active EE | $2,321 | $1,859+24.9% | $2,649-12.4% | $2,019+15.0% |
| Participant deferral / active EE | $4,546 | $2,374+91.5% | $4,123+10.3% | $3,358+35.4% |
| Admin fee / account holder | $229 | $2,435-90.6% | $5,150-95.5% | $3,203-92.8% |