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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,211 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $39,179 |
DEBOER & ASSOCIATES, PC3+ years Service code 10 · EIN 47-0836395 | Accounting | $7,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,883 | $53,925-0.1% | $75,501-28.6% | $69,631-22.6% |
| Participation rate | 44.1% | 71.2%-27.1pp | 72.4%-28.3pp | 70.7%-26.6pp |
| Annual return | 14.74% | 17.84%-3.1pp | 27.35%-12.6pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $397 | $1,802-78.0% | $2,352-83.1% | $2,032-80.5% |
| Participant deferral / active EE | $1,723 | $2,569-33.0% | $3,142-45.2% | $3,224-46.6% |
| Admin fee / account holder | $444 | $97+357.5% | $5,801-92.3% | $110+302.2% |