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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,251 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,248 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,064 | $65,125+29.1% | $143,797-41.5% | $66,949+25.6% |
| Participation rate | 56.2% | 65.2%-9.0pp | 80.3%-24.2pp | 69.8%-13.7pp |
| Annual return | -14.17% | -11.13%-3.0pp | -0.04%-14.1pp | 1.57%-15.7pp |
| Employer contribution / active EE | $164 | $2,362-93.1% | $4,952-96.7% | $2,545-93.6% |
| Participant deferral / active EE | $4,634 | $2,920+58.7% | $5,638-17.8% | $4,239+9.3% |
| Admin fee / account holder | $305 | $503-39.4% | $14,679-97.9% | $594-48.6% |