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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,610 |
MSPC7 years Service code 10 · EIN 22-2951202 | Accounting | $29,500 |
O'BRIEN BELLAND & BUSHINSKY5 years Filed as: O'BRIEN BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $23,835 |
Service code 49 · EIN 22-1538529 | Other Services | $5,527 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,398 | $241,850-5.1% | $102,412+124.0% | $199,960+14.7% |
| Participation rate | 55.7% | 78.3%-22.6pp | 74.5%-18.8pp | 72.0%-16.3pp |
| Annual return | 10.97% | 17.67%-6.7pp | 24.94%-14.0pp | 34.28%-23.3pp |
| Employer contribution / active EE | $6,132 | $4,253+44.2% | $3,870+58.5% | $3,036+102.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $306 | $288+6.2% | $8,388-96.4% | $269+13.7% |