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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $40,427 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $39,778 |
DEBOER & ASSOCIATES, PC4+ years Service code 10 · EIN 47-0836395 | Accounting | $7,650 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,926 | $48,261+7.6% | $68,612-24.3% | $55,725-6.8% |
| Participation rate | 40.9% | 71.0%-30.1pp | 72.2%-31.3pp | 70.9%-29.9pp |
| Annual return | -6.70% | -2.61%-4.1pp | -4.63%-2.1pp | 244.93%-251.6pp |
| Employer contribution / active EE | $383 | $1,742-78.0% | $2,625-85.4% | $2,078-81.6% |
| Participant deferral / active EE | $1,755 | $2,712-35.3% | $3,311-47.0% | $3,356-47.7% |
| Admin fee / account holder | $420 | $126+233.2% | $5,131-91.8% | $115+265.0% |