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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,183 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,888 | $61,156+56.8% | $185,823-48.4% | $79,386+20.8% |
| Participation rate | 65.9% | 66.6%-0.7pp | 81.7%-15.8pp | 70.7%-4.8pp |
| Annual return | 10.37% | 19.45%-9.1pp | 122.05%-111.7pp | 116.85%-106.5pp |
| Employer contribution / active EE | $627 | $2,321-73.0% | $5,167-87.9% | $2,427-74.2% |
| Participant deferral / active EE | $5,157 | $2,789+84.9% | $5,568-7.4% | $4,046+27.5% |
| Admin fee / account holder | $275 | $710-61.2% | $16,237-98.3% | $626-56.0% |