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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $86,690 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,452 |
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.
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 | $148,252 | $106,236+39.5% | $112,249+32.1% | $64,819+128.7% |
| Participation rate | 95.5% | 71.7%+23.9pp | 75.1%+20.5pp | 71.5%+24.1pp |
| Annual return | -20.59% | -6.02%-14.6pp | 27.48%-48.1pp | 32.84%-53.4pp |
| Employer contribution / active EE | $3,046 | $3,166-3.8% | $3,636-16.2% | $2,507+21.5% |
| Participant deferral / active EE | $8,176 | $3,785+116.0% | $4,729+72.9% | $4,311+89.7% |
| Admin fee / account holder | $325 | $452-28.1% | $6,412-94.9% | $188+73.0% |