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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,491 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,380 |
Filed as: CAP PARTNERS LLC Service code 27 · EIN 80-0963366 | Advisory (Plan) | $7,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,850 | $84,936-22.5% | $111,308-40.8% | $79,391-17.1% |
| Participation rate | 42.7% | 75.9%-33.1pp | 77.3%-34.6pp | 70.7%-28.0pp |
| Annual return | 12.63% | 17.45%-4.8pp | 54.67%-42.0pp | 116.88%-104.2pp |
| Employer contribution / active EE | $951 | $1,979-52.0% | $2,732-65.2% | $2,428-60.8% |
| Participant deferral / active EE | $1,601 | $3,888-58.8% | $4,487-64.3% | $4,046-60.4% |
| Admin fee / account holder | $487 | $537-9.3% | $7,965-93.9% | $627-22.3% |