Filed May 27, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $113,147 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,686 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $35,800 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,280 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,261 | $107,415+143.2% | $135,974+92.1% | $80,157+225.9% |
| Participation rate | 70.1% | 78.0%-7.9pp | 81.9%-11.8pp | 72.9%-2.8pp |
| Annual return | 14.01% | 91.99%-78.0pp | 68.30%-54.3pp | 40.39%-26.4pp |
| Employer contribution / active EE | $6,309 | $3,878+62.7% | $4,859+29.8% | $2,977+111.9% |
| Participant deferral / active EE | $9,783 | $8,189+19.5% | $7,760+26.1% | $5,015+95.1% |
| Admin fee / account holder | $107 | $127-16.1% | $10,767-99.0% | $145-26.5% |