Filed May 29, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 99 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Other Fees | $38,975 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $32,570 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,560 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,150 | $109,881+27.5% | $150,045-6.6% | $84,808+65.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.72% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,675 | $3,561+3.2% | $4,693-21.7% | $2,631+39.7% |
| Participant deferral / active EE | $11,455 | $6,636+72.6% | $7,997+43.2% | $4,212+172.0% |
| Admin fee / account holder | $478 | $8,568-94.4% | $13,435-96.4% | $7,344-93.5% |