| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $319,023 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $91,724 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,199 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $28,350 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,212 | $87,621+6.4% | $86,460+7.8% | $77,906+19.6% |
| Participation rate | 93.3% | 85.8%+7.5pp | 80.3%+13.0pp | 73.7%+19.6pp |
| Annual return | -16.05% | -13.90%-2.2pp | 4399.82%-4415.9pp | 12.16%-28.2pp |
| Employer contribution / active EE | $2,905 | $3,474-16.4% | $3,771-23.0% | $2,846+2.1% |
| Participant deferral / active EE | $8,077 | $8,645-6.6% | $6,954+16.1% | $4,805+68.1% |
| Admin fee / account holder | $95 | $85+12.3% | $6,727-98.6% | $133-28.3% |