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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $65,904 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 51 · EIN 11-3665754 | Investment Mgmt Fees | $19,796 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $492,079 | $75,183+554.5% | $123,894+297.2% | $55,167+792.0% |
| Participation rate | 97.4% | 72.8%+24.6pp | 81.4%+16.0pp | 69.0%+28.4pp |
| Annual return | 5.70% | 19.01%-13.3pp | 47.52%-41.8pp | 169.23%-163.5pp |
| Employer contribution / active EE | $21,096 | $2,823+647.2% | $4,617+356.9% | $1,963+974.9% |
| Participant deferral / active EE | $13,476 | $5,084+165.1% | $5,984+125.2% | $3,054+341.2% |
| Admin fee / account holder | $881 | $663+32.9% | $8,357-89.5% | $504+74.8% |