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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $90,442 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $79,458 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $11,012 |
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 | $59,315 | $56,640+4.7% | $80,977-26.8% | $57,658+2.9% |
| Participation rate | 95.5% | 75.9%+19.7pp | 75.8%+19.7pp | 70.2%+25.3pp |
| Annual return | 8.43% | 19.97%-11.5pp | 17.11%-8.7pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,852 | $2,085+36.8% | $3,715-23.2% | $1,974+44.5% |
| Participant deferral / active EE | $6,959 | $4,944+40.8% | $5,696+22.2% | $3,061+127.4% |
| Admin fee / account holder | $139 | $87+59.6% | $5,517-97.5% | $95+47.0% |