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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $130,148 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $87,119 |
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 | $110,284 | $104,336+5.7% | $159,474-30.8% | $86,821+27.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 86.91% | 26.32%+60.6pp | 263.68%-176.8pp | 97.94%-11.0pp |
| Employer contribution / active EE | $1,165 | $3,451-66.2% | $4,831-75.9% | $2,406-51.6% |
| Participant deferral / active EE | $4,290 | $6,837-37.3% | $7,353-41.7% | $4,132+3.8% |
| Admin fee / account holder | $553 | $172+221.2% | $10,802-94.9% | $170+226.2% |