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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $28,346 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,783 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,460 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,649 | $60,989+211.0% | $60,906+211.4% | $66,938+183.3% |
| Participation rate | 62.0% | 74.5%-12.5pp | 73.1%-11.1pp | 69.8%-7.8pp |
| Annual return | -18.64% | -9.60%-9.0pp | 16.94%-35.6pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,594 | $2,661-40.1% | $2,703-41.0% | $2,545-37.4% |
| Participant deferral / active EE | $4,367 | $3,615+20.8% | $3,814+14.5% | $4,238+3.0% |
| Admin fee / account holder | $501 | $338+48.0% | $3,227-84.5% | $594-15.6% |