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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS RD. STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $17,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,126 | $52,678-44.7% | $75,784-61.6% | $59,633-51.2% |
| Participation rate | 44.3% | 67.2%-22.9pp | 75.8%-31.5pp | 68.7%-24.3pp |
| Annual return | 6.40% | 2.95%+3.5pp | 9.68%-3.3pp | 2041.40%-2035.0pp |
| Employer contribution / active EE | $506 | $2,193-76.9% | $3,323-84.8% | $2,203-77.0% |
| Participant deferral / active EE | $1,315 | $2,591-49.2% | $3,652-64.0% | $3,192-58.8% |
| Admin fee / account holder | $338 | $3,610-90.6% | $5,300-93.6% | $4,297-92.1% |