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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $84,653 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $5,475 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | 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 | $85,120 | $70,106+21.4% | $80,977+5.1% | $63,975+33.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 71.1%+28.9pp |
| Annual return | 17.48% | 13.93%+3.6pp | 17.11%+0.4pp | 48.65%-31.2pp |
| Employer contribution / active EE | $2,961 | $2,042+45.0% | $3,715-20.3% | $2,182+35.7% |
| Participant deferral / active EE | $8,113 | $5,245+54.7% | $5,696+42.4% | $3,356+141.7% |
| Admin fee / account holder | $55 | $57-3.7% | $5,517-99.0% | $70-22.1% |