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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,930 |
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY AND KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $10,882 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,336 | $75,183-35.7% | $123,894-61.0% | $55,167-12.4% |
| Participation rate | 98.5% | 72.8%+25.7pp | 81.4%+17.1pp | 69.0%+29.5pp |
| Annual return | 6.21% | 19.01%-12.8pp | 47.52%-41.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,366 | $2,823-16.2% | $4,617-48.7% | $1,963+20.6% |
| Participant deferral / active EE | $5,366 | $5,084+5.5% | $5,984-10.3% | $3,054+75.7% |
| Admin fee / account holder | $423 | $663-36.2% | $8,357-94.9% | $504-16.1% |