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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL FINANCIAL1 year Service code 99 · EIN 05-0558883 | Other Fees | $11,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,384 | $34,634-26.7% | $77,081-67.1% | $64,814-60.8% |
| Participation rate | 18.7% | 49.8%-31.1pp | 67.9%-49.2pp | 71.5%-52.7pp |
| Annual return | -21.94% | -5.31%-16.6pp | 42.33%-64.3pp | 32.84%-54.8pp |
| Employer contribution / active EE | $107 | $1,385-92.3% | $2,813-96.2% | $2,507-95.7% |
| Participant deferral / active EE | $585 | $2,553-77.1% | $4,428-86.8% | $4,310-86.4% |
| Admin fee / account holder | $42 | $178-76.4% | $5,427-99.2% | $188-77.6% |