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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 26 · EIN 26-0058143 | Advisory (Participants) | $124,507 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Consulting (pension); Direct payment ... | $48,346 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,740 | $82,979-36.4% | $102,412-48.5% | $77,736-32.2% |
| Participation rate | 32.4% | 71.5%-39.1pp | 74.5%-42.1pp | 70.6%-38.1pp |
| Annual return | 13.56% | 19.11%-5.6pp | 24.94%-11.4pp | 31.26%-17.7pp |
| Employer contribution / active EE | $1,424 | $3,554-59.9% | $3,870-63.2% | $2,728-47.8% |
| Participant deferral / active EE | $2,697 | $4,109-34.4% | $5,060-46.7% | $4,651-42.0% |
| Admin fee / account holder | $450 | $639-29.6% | $8,388-94.6% | $433+3.7% |