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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,951 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,072 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,301 | $50,860+34.3% | $155,574-56.1% | $77,714-12.1% |
| Participation rate | 61.1% | 63.1%-2.0pp | 78.2%-17.1pp | 70.6%-9.4pp |
| Annual return | 11.64% | 34.86%-23.2pp | 64.87%-53.2pp | 31.26%-19.6pp |
| Employer contribution / active EE | $2,176 | $1,991+9.3% | $4,676-53.5% | $2,727-20.2% |
| Participant deferral / active EE | $4,555 | $2,825+61.2% | $5,629-19.1% | $4,649-2.0% |
| Admin fee / account holder | $360 | $436-17.4% | $15,914-97.7% | $433-16.8% |