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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $746,812 |
Filed as: CAP FINANCIAL PARTNERS, Service code 27 · EIN 26-0058143 | Advisory (Plan) | $49,050 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $38,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,176 | $96,461-71.8% | $68,791-60.5% | $89,394-69.6% |
| Participation rate | 16.7% | 64.2%-47.4pp | 69.0%-52.3pp | 71.3%-54.5pp |
| Annual return | -12.32% | -13.05%+0.7pp | -6.38%-5.9pp | -11.89%-0.4pp |
| Employer contribution / active EE | $146 | $3,671-96.0% | $2,655-94.5% | $3,022-95.2% |
| Participant deferral / active EE | $574 | $4,123-86.1% | $3,941-85.4% | $5,123-88.8% |
| Admin fee / account holder | $59 | $102-41.9% | $4,932-98.8% | $79-25.5% |