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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,558 |
QRPS, INC.3 years Service code 15 · EIN 56-1606387 | Recordkeeping | $6,834 |
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 | $47,328 | $52,188-9.3% | $86,656-45.4% | $74,473-36.4% |
| Participation rate | 98.6% | 66.3%+32.3pp | 71.7%+26.9pp | 70.7%+27.9pp |
| Annual return | 15.72% | 44.46%-28.7pp | 593.09%-577.4pp | 34.36%-18.6pp |
| Employer contribution / active EE | $1,848 | $2,282-19.0% | $3,025-38.9% | $2,638-30.0% |
| Participant deferral / active EE | $3,436 | $3,383+1.6% | $4,439-22.6% | $4,530-24.1% |
| Admin fee / account holder | $155 | $319-51.3% | $5,619-97.2% | $347-55.2% |