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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, L Service code 13 · EIN 26-0058143 | Contract Administrator | $44,387 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,962 |
PLANTE & MORAN, PLLC2 years Service code 27 · EIN 38-1357951 | Advisory (Plan) | $5,000 |
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.
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 | $137,875 | $65,453+110.6% | $86,691+59.0% | $66,930+106.0% |
| Participation rate | 54.7% | 75.5%-20.8pp | 76.6%-21.9pp | 69.8%-15.1pp |
| Annual return | -18.63% | -10.89%-7.7pp | 35.94%-54.6pp | 1.57%-20.2pp |
| Employer contribution / active EE | $1,137 | $2,154-47.2% | $2,837-59.9% | $2,545-55.3% |
| Participant deferral / active EE | $4,512 | $4,102+10.0% | $4,656-3.1% | $4,238+6.5% |
| Admin fee / account holder | $677 | $642+5.5% | $7,492-91.0% | $593+14.1% |