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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
BPAS3 years Service code 16 · EIN 16-1503696 | Consulting | $25,095 |
Filed as: TIC Service code 14 · EIN 13-2600875 | Plan Administrator | $12,051 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $11,638 |
JOHNSON & KROL, LLC2 years Filed as: JOHNSON AND KROL LLC Service code 29 · EIN 36-4342024 | Legal | $6,000 |
Filed as: HUNT INSURANCE GROUP Service code 22 · EIN 36-2730032 | Insurance Broker | $5,030 |
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.)
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 | $42,300 | $64,176-34.1% | $112,249-62.3% | $66,938-36.8% |
| Participation rate | 77.5% | 68.4%+9.0pp | 75.1%+2.4pp | 69.8%+7.6pp |
| Annual return | 3.18% | -13.80%+17.0pp | 27.48%-24.3pp | 1.58%+1.6pp |
| Employer contribution / active EE | $107 | $3,007-96.4% | $3,636-97.1% | $2,545-95.8% |
| Participant deferral / active EE | $2,023 | $3,694-45.2% | $4,729-57.2% | $4,238-52.3% |
| Admin fee / account holder | $314 | $626-49.8% | $6,412-95.1% | $594-47.0% |