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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $64,340 |
Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 10 · EIN 46-4350797 | Accounting | $17,968 |
ASCENSUS LLC1 year Filed as: CAPFINACIAL PARTNERS LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $9,168 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,463 | $73,638+39.1% | $95,960+6.8% | $73,493+39.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 15.03% | 16.78%-1.7pp | 91.63%-76.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $5,331 | $1,863+186.1% | $2,541+109.8% | $2,270+134.8% |
| Participant deferral / active EE | $5,401 | $3,617+49.3% | $4,167+29.6% | $3,740+44.4% |
| Admin fee / account holder | $319 | $482-33.8% | $6,797-95.3% | $513-37.8% |