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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $206,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $197,284 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $168,800 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 2001 MARKET ST. #1800 · PHILADELPHIA, PA 19103 | Accounting | $41,480 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,030 | $110,258+85.0% | $102,460+99.1% | $200,096+2.0% |
| Participation rate | 97.2% | 86.3%+10.9pp | 76.5%+20.7pp | 72.0%+25.2pp |
| Annual return | 13.92% | 35.78%-21.9pp | 29.47%-15.6pp | 34.26%-20.3pp |
| Employer contribution / active EE | $6,808 | $3,605+88.9% | $3,025+125.0% | $3,038+124.1% |
| Participant deferral / active EE | $12,350 | $6,377+93.7% | $5,056+144.3% | $5,090+142.6% |
| Admin fee / account holder | $369 | $122+201.4% | $9,460-96.1% | $269+36.9% |