| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $73,021 |
BRYAN CAVE LLP4+ years Service code 27 · EIN 43-0602162 | Advisory (Plan) | $47,919 |
Service code 27 · EIN 30-0840934 | Advisory (Plan) | $44,000 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,387 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 46-4350797 | Advisory (Plan) | $26,991 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $166,176 | $65,118+155.2% | $76,768+116.5% | $55,727+198.2% |
| Participation rate | 98.1% | 79.6%+18.4pp | 77.0%+21.1pp | 70.9%+27.2pp |
| Annual return | -4.07% | -1.27%-2.8pp | 2.43%-6.5pp | 244.94%-249.0pp |
| Employer contribution / active EE | $4,775 | $1,941+146.0% | $2,485+92.1% | $2,078+129.8% |
| Participant deferral / active EE | $7,814 | $3,688+111.9% | $3,852+102.9% | $3,356+132.9% |
| Admin fee / account holder | $494 | $116+326.3% | $6,676-92.6% | $115+328.8% |