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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $109,829 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,203 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,259 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,066 | $78,339-59.1% | $85,693-62.6% | $93,010-65.5% |
| Participation rate | 49.4% | 72.5%-23.0pp | 69.9%-20.4pp | 73.9%-24.5pp |
| Annual return | 11.75% | 21.17%-9.4pp | 21.49%-9.7pp | 158.70%-147.0pp |
| Employer contribution / active EE | $519 | $2,560-79.7% | $2,618-80.2% | $2,705-80.8% |
| Participant deferral / active EE | $835 | $3,882-78.5% | $3,923-78.7% | $4,561-81.7% |
| Admin fee / account holder | $272 | $104+162.1% | $6,874-96.0% | $152+79.5% |