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| Provider | Service type | Compensation |
|---|---|---|
BPM LLP4 years Service code 10 400 OCEANGATE · LONG BEACH, CA 90802 | Accounting | $56,710 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $50,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,850 | $54,690+358.7% | $76,030+229.9% | $74,478+236.8% |
| Participation rate | 46.3% | 60.3%-14.1pp | 69.1%-22.8pp | 67.2%-21.0pp |
| Annual return | 14.98% | 31.92%-16.9pp | 361.54%-346.6pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $1,641 | $1,781-7.9% | $2,688-39.0% | $2,626-37.5% |
| Participant deferral / active EE | $5,370 | $3,070+74.9% | $4,257+26.1% | $4,350+23.4% |
| Admin fee / account holder | $402 | $2,240-82.1% | $6,421-93.7% | $1,946-79.4% |