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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $76,277 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $74,330 |
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 | $98,585 | $80,360+22.7% | $90,161+9.3% | $77,958+26.5% |
| Participation rate | 95.5% | 81.9%+13.5pp | 76.9%+18.6pp | 71.6%+23.8pp |
| Annual return | 49.37% | 24.56%+24.8pp | 34.89%+14.5pp | 20.87%+28.5pp |
| Employer contribution / active EE | $3,263 | $2,326+40.3% | $3,318-1.7% | $2,310+41.2% |
| Participant deferral / active EE | $8,485 | $5,829+45.6% | $5,287+60.5% | $3,537+139.9% |
| Admin fee / account holder | $84 | $64+32.2% | $5,943-98.6% | $97-13.4% |