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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,973 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $26,910 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $4,200 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,440 | $68,092+34.3% | $73,309+24.7% | $59,188+54.5% |
| Participation rate | 97.4% | 78.1%+19.3pp | 74.9%+22.5pp | 69.4%+28.0pp |
| Annual return | 2.79% | 5.93%-3.1pp | 5.67%-2.9pp | 5.51%-2.7pp |
| Employer contribution / active EE | $2,577 | $2,018+27.7% | $3,237-20.4% | $2,098+22.8% |
| Participant deferral / active EE | $8,055 | $5,041+59.8% | $4,991+61.4% | $3,265+146.7% |
| Admin fee / account holder | $78 | $630-87.6% | $5,635-98.6% | $92-15.5% |