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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $60,621 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $43,137 |
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 | $147,514 | $55,472+165.9% | $155,567-5.2% | $74,546+97.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.66% | 268.72%-255.1pp | 64.74%-51.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $9,436 | $2,269+315.9% | $4,674+101.9% | $2,624+259.6% |
| Participant deferral / active EE | $6,112 | $2,838+115.4% | $5,628+8.6% | $4,347+40.6% |
| Admin fee / account holder | $370 | $1,743-78.8% | $15,916-97.7% | $1,944-81.0% |