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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $154,749 |
Filed as: WAY, RAY, SHELTON & CO, PC Service code 10 · EIN 63-0962807 | Accounting | $63,515 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $62,325 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,581 | $103,918-79.2% | $94,679-77.2% | $80,149-73.1% |
| Participation rate | 99.7% | 85.8%+13.8pp | 80.8%+18.8pp | 72.9%+26.7pp |
| Annual return | 16.55% | 27.77%-11.2pp | 156.75%-140.2pp | 40.39%-23.8pp |
| Employer contribution / active EE | $4 | $3,539-99.9% | $3,673-99.9% | $2,977-99.9% |
| Participant deferral / active EE | $2,224 | $9,528-76.7% | $7,417-70.0% | $5,015-55.6% |
| Admin fee / account holder | $129 | $96+33.6% | $7,233-98.2% | $145-11.1% |