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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,346 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,025 | $44,897-30.9% | $84,966-63.5% | $199,593-84.5% |
| Participation rate | 3.8% | 45.7%-41.9pp | 67.5%-63.7pp | 72.0%-68.2pp |
| Annual return | 9.38% | 20.96%-11.6pp | 66.38%-57.0pp | 34.25%-24.9pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $251 | $2,668-90.6% | $4,519-94.4% | $5,087-95.1% |
| Admin fee / account holder | $357 | $584-38.9% | $6,149-94.2% | $269+32.8% |