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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,301 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,843 | $59,448+79.7% | $93,696+14.0% | $74,459+43.5% |
| Participation rate | 53.1% | 59.6%-6.5pp | 68.7%-15.6pp | 67.2%-14.1pp |
| Annual return | 12.91% | 82.11%-69.2pp | 133.74%-120.8pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $679 | $1,266-46.4% | $2,422-72.0% | $2,626-74.2% |
| Participant deferral / active EE | $4,106 | $3,052+34.6% | $4,417-7.0% | $4,350-5.6% |
| Admin fee / account holder | $504 | $3,027-83.3% | $8,287-93.9% | $1,945-74.1% |