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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,367 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,376 |
DEBOER & ASSOCIATES, PC5+ years Service code 10 · EIN 47-0836395 | Accounting | $7,850 |
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 | $65,913 | $55,790+18.1% | $76,657-14.0% | $67,579-2.5% |
| Participation rate | 41.8% | 71.1%-29.3pp | 72.1%-30.3pp | 71.3%-29.5pp |
| Annual return | 21.69% | 64.45%-42.8pp | 1166.74%-1145.0pp | 378.56%-356.9pp |
| Employer contribution / active EE | $397 | $1,810-78.1% | $2,303-82.7% | $2,148-81.5% |
| Participant deferral / active EE | $1,894 | $2,875-34.1% | $3,335-43.2% | $3,539-46.5% |
| Admin fee / account holder | $418 | $159+162.6% | $6,423-93.5% | $142+193.7% |