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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $73,952 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,721 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,812 | $55,182-15.2% | $73,309-36.1% | $55,191-15.2% |
| Participation rate | 95.9% | 73.9%+22.0pp | 74.9%+21.0pp | 69.2%+26.8pp |
| Annual return | 1.88% | 8.55%-6.7pp | 5.67%-3.8pp | 10.78%-8.9pp |
| Employer contribution / active EE | $2,510 | $1,935+29.7% | $3,237-22.5% | $1,899+32.2% |
| Participant deferral / active EE | $6,031 | $4,641+30.0% | $4,991+20.8% | $3,046+98.0% |
| Admin fee / account holder | $34 | $68-50.9% | $5,635-99.4% | $91-62.9% |