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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,197 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,998 |
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.
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 | $123,850 | $84,458+46.6% | $102,184+21.2% | $64,340+92.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 82.6%+17.4pp | 55.2%+44.8pp |
| Annual return | -26.81% | 45.73%-72.5pp | 31.58%-58.4pp | 24.14%-51.0pp |
| Employer contribution / active EE | $16,235 | $2,412+573.2% | $3,594+351.8% | $1,862+772.0% |
| Participant deferral / active EE | $23,179 | $6,208+273.4% | $8,309+179.0% | $2,980+677.7% |
| Admin fee / account holder | $310 | $2,926-89.4% | $11,609-97.3% | $3,703-91.6% |