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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,194 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,971 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,488 | $65,118-28.6% | $76,767-39.4% | $55,725-16.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -7.00% | -1.27%-5.7pp | 2.43%-9.4pp | 244.93%-251.9pp |
| Employer contribution / active EE | $1,534 | $1,941-21.0% | $2,485-38.3% | $2,078-26.2% |
| Participant deferral / active EE | $4,119 | $3,688+11.7% | $3,852+6.9% | $3,356+22.7% |
| Admin fee / account holder | $25 | $116-78.3% | $6,675-99.6% | $115-78.2% |