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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$83,497 |
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 | $269,891 | $106,264+154.0% | $147,117+83.5% | $77,762+247.1% |
| Participation rate | 74.1% | 78.4%-4.3pp | 82.2%-8.0pp | 70.6%+3.5pp |
| Annual return | 16.01% | 56.94%-40.9pp | 420.54%-404.5pp | 31.27%-15.3pp |
| Employer contribution / active EE | $6,939 | $4,074+70.3% | $4,932+40.7% | $2,728+154.4% |
| Participant deferral / active EE | $10,078 | $8,003+25.9% | $8,065+25.0% | $4,651+116.7% |
| Admin fee / account holder | -$40 | $334-112.0% | $12,993-100.3% | $433-109.2% |