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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 26 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Participants) | $33,830 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,874 | $51,466+22.2% | $78,778-20.2% | $62,292+0.9% |
| Participation rate | 41.9% | 59.8%-17.9pp | 69.2%-27.3pp | 69.5%-27.7pp |
| Annual return | 12.70% | 19.96%-7.3pp | 35.62%-22.9pp | 28.90%-16.2pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,598 | $2,147+21.0% | $2,958-12.2% | $3,169-18.0% |
| Admin fee / account holder | $576 | $489+17.8% | $5,134-88.8% | $479+20.2% |