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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $80,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,383 |
FISHERBROYLES, LLP1 year Filed as: FISHERBROYLES LLP Service code 29 PO BOX 735232 · DALLAS, TX 753735232 | Legal | $33,900 |
Filed as: PEARCE, BEVILL, LEESBURG, MOORE P.C Service code 10 110 OFFICE PARK DR · BIRMINGHAM, AL 352232401 | Accounting | $33,730 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 99 PO BOX 777 · DES MOINES, IA 503020777 | Other Fees | $5,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $606,889 | $95,438+535.9% | $135,998+346.2% | $74,478+714.9% |
| Participation rate | 93.8% | 78.2%+15.6pp | 81.9%+11.8pp | 70.7%+23.0pp |
| Annual return | 17.73% | 32.61%-14.9pp | 68.37%-50.6pp | 34.37%-16.6pp |
| Employer contribution / active EE | $19,006 | $3,878+390.1% | $4,860+291.1% | $2,637+620.8% |
| Participant deferral / active EE | $12,032 | $7,790+54.4% | $7,761+55.0% | $4,530+165.6% |
| Admin fee / account holder | $780 | $259+201.2% | $10,769-92.8% | $347+124.6% |