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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $112,088 |
Service code 37 · EIN 04-2647786 | Loan Processing | $81,498 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $217,025 | $52,293+315.0% | $178,503+21.6% | $73,412+195.6% |
| Participation rate | 96.0% | 65.3%+30.6pp | 81.9%+14.0pp | 72.2%+23.8pp |
| Annual return | 15.91% | 34.75%-18.8pp | 151.12%-135.2pp | 59.30%-43.4pp |
| Employer contribution / active EE | $7,739 | $1,736+345.8% | $5,011+54.4% | $2,234+246.5% |
| Participant deferral / active EE | $6,082 | $2,333+160.7% | $5,202+16.9% | $3,806+59.8% |
| Admin fee / account holder | $388 | $127+204.6% | $13,987-97.2% | $158+145.7% |