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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,844 |
CAPITAL MGMT SERVICES INC7 years Filed as: CAPITAL MANAGEMENT SERVICES INC. Service code 27 · EIN 23-2479975 | Advisory (Plan) | $22,865 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,566 | $88,890+9.8% | $102,423-4.7% | $77,643+25.7% |
| Participation rate | 38.2% | 80.9%-42.7pp | 76.5%-38.3pp | 70.6%-32.4pp |
| Annual return | 11.83% | 24.98%-13.1pp | 29.32%-17.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,071 | $2,698-60.3% | $3,023-64.6% | $2,726-60.7% |
| Participant deferral / active EE | $2,513 | $5,145-51.2% | $5,053-50.3% | $4,647-45.9% |
| Admin fee / account holder | $537 | $235+128.1% | $9,451-94.3% | $430+24.8% |