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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: FORTEM FINANCIAL Service code 26 · EIN 82-3473446 44801 VILLAGE COURT · PALM DESERT, CA 92260 | Advisory (Participants) | $15,617 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,952 |
Service code 15 · EIN 01-0233346 601 CONGRESS STREET · BOSTON, MA 02110 | Recordkeeping | $924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,570 | $64,119-13.3% | $112,228-50.5% | $66,914-17.0% |
| Participation rate | 27.8% | 68.5%-40.7pp | 75.1%-47.3pp | 69.8%-42.0pp |
| Annual return | -17.47% | -13.81%-3.7pp | 27.45%-44.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $790 | $3,005-73.7% | $3,635-78.3% | $2,544-69.0% |
| Participant deferral / active EE | $1,390 | $3,693-62.4% | $4,728-70.6% | $4,237-67.2% |
| Admin fee / account holder | $613 | $625-1.9% | $6,410-90.4% | $593+3.4% |