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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $27,562 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,490 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,782 | $60,165+60.9% | $74,185+30.5% | $55,167+75.4% |
| Participation rate | 53.2% | 74.2%-20.9pp | 76.6%-23.4pp | 69.0%-15.8pp |
| Annual return | 8.98% | 10.00%-1.0pp | 17.74%-8.8pp | 169.23%-160.3pp |
| Employer contribution / active EE | $919 | $1,600-42.6% | $2,370-61.2% | $1,963-53.2% |
| Participant deferral / active EE | $3,349 | $2,973+12.7% | $3,550-5.6% | $3,054+9.7% |
| Admin fee / account holder | $501 | $419+19.4% | $5,586-91.0% | $504-0.6% |