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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,092 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,911 |
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 | $186,066 | $50,919+265.4% | $155,556+19.6% | $77,762+139.3% |
| Participation rate | 85.1% | 63.1%+22.0pp | 78.2%+6.9pp | 70.6%+14.5pp |
| Annual return | 14.12% | 34.84%-20.7pp | 64.84%-50.7pp | 31.27%-17.1pp |
| Employer contribution / active EE | $7,917 | $1,991+297.5% | $4,675+69.3% | $2,728+190.2% |
| Participant deferral / active EE | $6,562 | $2,824+132.3% | $5,631+16.5% | $4,651+41.1% |
| Admin fee / account holder | $199 | $437-54.4% | $15,885-98.7% | $433-54.0% |