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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,759 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,223 | $52,293-0.1% | $178,503-70.7% | $73,412-28.9% |
| Participation rate | 67.0% | 65.3%+1.7pp | 81.9%-14.9pp | 72.2%-5.1pp |
| Annual return | 14.49% | 34.75%-20.3pp | 151.12%-136.6pp | 59.30%-44.8pp |
| Employer contribution / active EE | $1,452 | $1,736-16.4% | $5,011-71.0% | $2,234-35.0% |
| Participant deferral / active EE | $2,948 | $2,333+26.3% | $5,202-43.3% | $3,806-22.5% |
| Admin fee / account holder | $239 | $127+88.0% | $13,987-98.3% | $158+51.6% |