| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $329,377 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $69,936 |
Filed as: REINHART BOERNER VAN DEUREN NORRIS Service code 27 · EIN 39-1126909 | Advisory (Plan) | $19,419 |
PENSION ASSURANCE LLP4 years Service code 27 · EIN 30-0840934 | Advisory (Plan) | $14,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,742 | $104,544-46.7% | $96,564-42.3% | $80,187-30.5% |
| Participation rate | 97.0% | 86.4%+10.6pp | 76.0%+21.0pp | 72.9%+24.1pp |
| Annual return | 15.08% | 21.79%-6.7pp | 25.89%-10.8pp | 40.40%-25.3pp |
| Employer contribution / active EE | $1,630 | $3,527-53.8% | $2,967-45.0% | $2,980-45.3% |
| Participant deferral / active EE | $4,062 | $6,170-34.2% | $4,852-16.3% | $5,016-19.0% |
| Admin fee / account holder | $102 | $107-4.6% | $8,256-98.8% | $145-29.7% |