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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,314 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,573 | $89,652+2.1% | $141,191-35.1% | $65,185+40.5% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.5%+14.0pp | 70.2%+26.2pp |
| Annual return | 20.00% | 32.79%-12.8pp | 71.41%-51.4pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,665 | $3,065-45.7% | $4,736-64.8% | $2,177-23.5% |
| Participant deferral / active EE | $5,622 | $5,691-1.2% | $6,710-16.2% | $3,514+60.0% |
| Admin fee / account holder | $328 | $569-42.4% | $10,264-96.8% | $847-61.3% |