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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $116,183 |
Service code 37 · EIN 04-2647786 | Loan Processing | $69,714 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,930 | $56,540+292.5% | $185,851+19.4% | $86,821+155.6% |
| Participation rate | 92.0% | 65.5%+26.5pp | 81.7%+10.3pp | 72.3%+19.7pp |
| Annual return | 16.61% | 118.20%-101.6pp | 122.11%-105.5pp | 97.94%-81.3pp |
| Employer contribution / active EE | $7,959 | $1,844+331.5% | $5,168+54.0% | $2,406+230.8% |
| Participant deferral / active EE | $6,490 | $2,555+154.0% | $5,569+16.5% | $4,132+57.1% |
| Admin fee / account holder | $347 | $150+131.7% | $16,245-97.9% | $170+104.5% |