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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,000 |
BPAS4 years Service code 16 · EIN 16-1503696 | Consulting | $24,434 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $22,509 |
Filed as: TIC Service code 14 · EIN 13-2600875 | Plan Administrator | $12,942 |
JOHNSON & KROL, LLC3 years Filed as: JOHNSON AND KROL LLC Service code 29 · EIN 36-4342024 | Legal | $9,643 |
HUNT INSURANCE AGENCY, INC.2 years Filed as: HUNT INSURANCE GROUP Service code 22 · EIN 36-2730032 | Insurance Broker | $5,232 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,186 | $93,010-62.2% | $96,520-63.5% | $74,440-52.7% |
| Participation rate | 87.0% | 71.6%+15.5pp | 74.3%+12.7pp | 70.7%+16.3pp |
| Annual return | -7.97% | 37.50%-45.5pp | 35.72%-43.7pp | 34.37%-42.3pp |
| Employer contribution / active EE | $165 | $3,427-95.2% | $3,739-95.6% | $2,638-93.8% |
| Participant deferral / active EE | $1,127 | $3,971-71.6% | $4,879-76.9% | $4,529-75.1% |
| Admin fee / account holder | $341 | $633-46.2% | $6,733-94.9% | $348-2.0% |