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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $26,235 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $5,130 |
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 | $109,157 | $46,732+133.6% | $156,551-30.3% | $55,167+97.9% |
| Participation rate | 83.6% | 65.8%+17.8pp | 84.0%-0.4pp | 69.0%+14.6pp |
| Annual return | 8.81% | 17.72%-8.9pp | 32.23%-23.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $9,458 | $2,105+349.3% | $5,501+71.9% | $1,963+381.9% |
| Participant deferral / active EE | $5,456 | $2,204+147.5% | $4,871+12.0% | $3,054+78.6% |
| Admin fee / account holder | $440 | $418+5.3% | $13,028-96.6% | $504-12.6% |