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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISOR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,081 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC Service code 15 · EIN 04-3015875 | Recordkeeping | $13,906 |
MRPR GROUP, PCAS & ADVISORS2 years Service code 10 · EIN 38-3141969 | Accounting | $7,500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,966 | $64,176+30.8% | $112,263-25.2% | $66,949+25.4% |
| Participation rate | 38.0% | 68.4%-30.4pp | 75.1%-37.0pp | 69.8%-31.8pp |
| Annual return | -19.04% | -13.80%-5.2pp | 27.49%-46.5pp | 1.57%-20.6pp |
| Employer contribution / active EE | $1,486 | $3,007-50.6% | $3,636-59.1% | $2,545-41.6% |
| Participant deferral / active EE | $2,353 | $3,694-36.3% | $4,729-50.2% | $4,239-44.5% |
| Admin fee / account holder | $623 | $626-0.5% | $6,410-90.3% | $594+4.9% |