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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 10 · EIN 26-0058143 | Accounting | $38,054 |
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,726 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,305 | $63,471+37.6% | $68,808+26.9% | $66,938+30.4% |
| Participation rate | 95.0% | 60.0%+35.1pp | 69.0%+26.0pp | 69.8%+25.2pp |
| Annual return | -18.47% | -8.29%-10.2pp | -6.37%-12.1pp | 1.58%-20.1pp |
| Employer contribution / active EE | $3,087 | $1,776+73.8% | $2,656+16.2% | $2,545+21.3% |
| Participant deferral / active EE | $5,864 | $2,946+99.1% | $3,942+48.8% | $4,238+38.4% |
| Admin fee / account holder | $495 | $578-14.4% | $4,936-90.0% | $594-16.6% |