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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,191 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,073 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,971 | $46,332+7.9% | $143,799-65.2% | $64,819-22.9% |
| Participation rate | 59.8% | 64.2%-4.5pp | 80.3%-20.6pp | 71.5%-11.7pp |
| Annual return | -13.88% | -10.05%-3.8pp | -0.04%-13.8pp | 32.84%-46.7pp |
| Employer contribution / active EE | $1,565 | $1,911-18.1% | $4,952-68.4% | $2,507-37.6% |
| Participant deferral / active EE | $3,432 | $2,647+29.6% | $5,638-39.1% | $4,311-20.4% |
| Admin fee / account holder | $280 | $154+81.9% | $14,677-98.1% | $188+49.0% |