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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC3 years Service code 26 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Participants) | $15,682 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,350 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $203 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,034 | $54,679-45.1% | $76,119-60.5% | $74,459-59.7% |
| Participation rate | 54.6% | 60.3%-5.7pp | 69.1%-14.5pp | 67.2%-12.6pp |
| Annual return | 9.80% | 31.90%-22.1pp | 361.25%-351.4pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $401 | $1,781-77.5% | $2,693-85.1% | $2,626-84.7% |
| Participant deferral / active EE | $2,003 | $3,072-34.8% | $4,259-53.0% | $4,350-54.0% |
| Admin fee / account holder | $358 | $2,238-84.0% | $6,421-94.4% | $1,945-81.6% |