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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $24,783 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,417 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,281 | $57,921+7.5% | $84,753-26.5% | $57,658+8.0% |
| Participation rate | 69.5% | 72.9%-3.4pp | 76.6%-7.1pp | 70.2%-0.7pp |
| Annual return | 4.56% | 10.24%-5.7pp | 22.78%-18.2pp | 5.13%-0.6pp |
| Employer contribution / active EE | $1,360 | $2,598-47.7% | $3,574-62.0% | $1,974-31.1% |
| Participant deferral / active EE | $2,064 | $2,742-24.7% | $3,712-44.4% | $3,061-32.6% |
| Admin fee / account holder | $147 | $130+13.1% | $5,333-97.2% | $95+55.2% |