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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $36,513 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $34,877 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $468 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,904 | $89,355+298.3% | $141,162+152.1% | $72,985+387.6% |
| Participation rate | 91.7% | 75.1%+16.5pp | 82.5%+9.2pp | 69.5%+22.2pp |
| Annual return | 22.50% | 111.85%-89.4pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $14,204 | $3,114+356.1% | $4,735+200.0% | $2,440+482.2% |
| Participant deferral / active EE | $13,354 | $5,418+146.5% | $6,709+99.0% | $3,607+270.2% |
| Admin fee / account holder | $550 | $5,958-90.8% | $10,261-94.6% | $5,124-89.3% |