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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,720 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,645 | $47,977+3.5% | $154,108-67.8% | $56,289-11.8% |
| Participation rate | 63.8% | 66.2%-2.4pp | 83.0%-19.3pp | 69.9%-6.1pp |
| Annual return | -5.58% | 3.54%-9.1pp | 735.21%-740.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $531 | $2,169-75.5% | $5,298-90.0% | $2,111-74.8% |
| Participant deferral / active EE | $4,455 | $2,392+86.2% | $5,081-12.3% | $3,350+33.0% |
| Admin fee / account holder | $151 | $438-65.6% | $13,411-98.9% | $521-71.0% |