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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Re... | $157,029 |
Filed as: CAPTRUST PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $30,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,893 | $44,989-24.7% | $170,435-80.1% | $77,958-56.5% |
| Participation rate | 67.1% | 64.6%+2.5pp | 83.6%-16.5pp | 71.6%-4.6pp |
| Annual return | 35.01% | 19.61%+15.4pp | 205.94%-170.9pp | 20.87%+14.1pp |
| Employer contribution / active EE | $45 | $1,466-96.9% | $5,432-99.2% | $2,310-98.1% |
| Participant deferral / active EE | $3,186 | $2,208+44.3% | $4,939-35.5% | $3,537-9.9% |
| Admin fee / account holder | $138 | $69+100.5% | $13,881-99.0% | $97+42.0% |