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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,529 |
CAPFINANCIAL PARTNERS LLC7 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,671 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,984 | $82,979+91.6% | $102,383+55.3% | $77,714+104.6% |
| Participation rate | 27.2% | 71.5%-44.3pp | 74.5%-47.3pp | 70.6%-43.4pp |
| Annual return | 12.85% | 19.11%-6.3pp | 24.94%-12.1pp | 31.26%-18.4pp |
| Employer contribution / active EE | $2,057 | $3,554-42.1% | $3,870-46.8% | $2,727-24.6% |
| Participant deferral / active EE | $3,211 | $4,109-21.9% | $5,060-36.5% | $4,649-30.9% |
| Admin fee / account holder | $548 | $639-14.2% | $8,391-93.5% | $433+26.5% |