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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,130 |
Filed as: FIDELITY INVS INST OPER CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $67,149 |
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $20,680 |
TIAA2 years Filed as: TIAA-CREF Service code 27 · EIN 13-1624203 | Advisory (Plan) | $11,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,536 | $102,364+97.9% | $67,681+199.2% | $102,364+97.9% |
| Participation rate | 63.1% | 82.9%-19.8pp | 73.7%-10.6pp | 82.9%-19.8pp |
| Annual return | 10.15% | 13.75%-3.6pp | 590.58%-580.4pp | 13.75%-3.6pp |
| Employer contribution / active EE | $3,972 | $3,994-0.5% | $2,678+48.3% | $3,994-0.5% |
| Participant deferral / active EE | $4,120 | $5,690-27.6% | $3,976+3.6% | $5,690-27.6% |
| Admin fee / account holder | $47 | $214-78.1% | $6,100-99.2% | $214-78.1% |