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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 28 · EIN 74-2977959 | Investment Management | $27,720 |
DEFINITI LLC2 years Filed as: DEFINITI Service code 13 · EIN 76-0551734 | Contract Administrator | $14,255 |
ADKF1 year Filed as: ADKF, P.C Service code 13 · EIN 42-2606559 | Contract Administrator | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,395 | $26,549+59.7% | $61,501-31.1% | $66,949-36.7% |
| Participation rate | 77.2% | 38.1%+39.1pp | 52.6%+24.7pp | 69.8%+7.4pp |
| Annual return | -14.05% | -16.21%+2.2pp | 339.04%-353.1pp | 1.57%-15.6pp |
| Employer contribution / active EE | $913 | $651+40.2% | $1,160-21.3% | $2,545-64.1% |
| Participant deferral / active EE | $1,387 | $1,338+3.7% | $2,125-34.7% | $4,239-67.3% |
| Admin fee / account holder | $423 | $409+3.5% | $2,132-80.2% | $594-28.7% |