| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $17,582 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $9,127 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,906 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,384 | $57,096-4.7% | $94,229-42.3% | $55,191-1.5% |
| Participation rate | 85.3% | 75.7%+9.7pp | 78.8%+6.6pp | 69.2%+16.2pp |
| Annual return | 4.87% | 159.65%-154.8pp | 10.68%-5.8pp | 10.78%-5.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,505 | $3,165+42.3% | $4,320+4.3% | $3,046+47.9% |
| Admin fee / account holder | $86 | $89-3.2% | $6,269-98.6% | $91-4.9% |