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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 | $106,164+154.2% | $147,041+83.5% | $77,692+247.4% |
| Participation rate | 74.1% | 78.4%-4.3pp | 82.2%-8.0pp | 70.6%+3.6pp |
| Annual return | 16.01% | 56.81%-40.8pp | 419.21%-403.2pp | 31.25%-15.2pp |
| Employer contribution / active EE | $6,939 | $4,066+70.6% | $4,935+40.6% | $2,726+154.5% |
| Participant deferral / active EE | $10,078 | $7,993+26.1% | $8,071+24.9% | $4,648+116.8% |
| Admin fee / account holder | -$40 | $338-111.8% | $13,006-100.3% | $431-109.3% |