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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,279 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS PRINTING Service code 36 · EIN 38-2090931 | Copying and duplicating; Direct payme... | $7,809 |
BENESYS, INC.4 years Filed as: BENESYS Service code 13 · EIN 38-3507129 | Contract Administrator | $6,215 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $5,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,425 | $105,028-89.1% | $107,187-89.3% | $100,573-88.6% |
| Participation rate | 59.3% | 81.2%-21.9pp | 75.0%-15.7pp | 70.9%-11.6pp |
| Annual return | 17.73% | 10.61%+7.1pp | 204.55%-186.8pp | 18.89%-1.2pp |
| Employer contribution / active EE | $150 | $5,641-97.3% | $3,782-96.0% | $3,763-96.0% |
| Participant deferral / active EE | $817 | $2,685-69.6% | $5,096-84.0% | $4,921-83.4% |
| Admin fee / account holder | $74 | $355-79.3% | $9,162-99.2% | $454-83.8% |