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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,797 |
Filed as: CAPITAL MANAGEMENT SERVICES,INC. Service code 27 | Advisory (Plan) | $12,520 |
Filed as: CAPITAL MANAGEMENT SERVICES INC. Service code 27 · EIN 23-2479975 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,900 | $59,191+2.9% | $76,767-20.7% | $56,289+8.2% |
| Participation rate | 39.3% | 75.2%-35.9pp | 77.0%-37.7pp | 69.9%-30.5pp |
| Annual return | -4.85% | 6.62%-11.5pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $897 | $1,759-49.0% | $2,485-63.9% | $2,111-57.5% |
| Participant deferral / active EE | $1,909 | $3,255-41.4% | $3,852-50.4% | $3,350-43.0% |
| Admin fee / account holder | $408 | $489-16.7% | $6,675-93.9% | $521-21.8% |