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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,500 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $27,667 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $22,272 |
Service code 13 · EIN 20-0188125 | Contract Administrator | $11,859 |
BPAS6 years Service code 13 · EIN 16-1503696 | Contract Administrator | $11,702 |
JOHNSON & KROL, LLC5 years Filed as: JOHNSON AND KROL LLC Service code 29 · EIN 36-4342024 | Legal | $8,538 |
HUNT INSURANCE AGENCY, INC.4 years Filed as: HUNT INSURANCE GROUP Service code 22 · EIN 36-2730032 | Insurance Broker | $6,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $43,446 | $81,557-46.7% | $123,973-65.0% | $65,191-33.4% |
| Participation rate | 66.6% | 77.8%-11.2pp | 76.7%-10.1pp | 63.0%+3.6pp |
| Annual return | 4.01% | 11.45%-7.4pp | 388.13%-384.1pp | 51.24%-47.2pp |
| Employer contribution / active EE | $186 | $4,637-96.0% | $4,126-95.5% | $2,400-92.2% |
| Participant deferral / active EE | $1,210 | $2,628-53.9% | $5,247-76.9% | $2,671-54.7% |
| Admin fee / account holder | $389 | $1,040-62.6% | $11,799-96.7% | $907-57.1% |