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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $92,411 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $80,959 |
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.
Annual investment return 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).
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 | $22,172 | $67,598-67.2% | $75,900-70.8% | $77,775-71.5% |
| Participation rate | 52.2% | 69.6%-17.4pp | 69.3%-17.1pp | 73.2%-21.0pp |
| Annual return | 17.00% | 23.18%-6.2pp | 30.73%-13.7pp | 32.58%-15.6pp |
| Employer contribution / active EE | $497 | $2,430-79.5% | $2,501-80.1% | $2,504-80.1% |
| Participant deferral / active EE | $848 | $3,502-75.8% | $3,604-76.5% | $3,966-78.6% |
| Admin fee / account holder | $201 | $96+108.3% | $5,421-96.3% | $100+100.5% |