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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $123,621 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $106,425 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,631 | $50,860+3.5% | $155,574-66.2% | $77,714-32.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 12.83% | 34.86%-22.0pp | 64.87%-52.0pp | 31.26%-18.4pp |
| Employer contribution / active EE | $3,222 | $1,991+61.9% | $4,676-31.1% | $2,727+18.2% |
| Participant deferral / active EE | $3,860 | $2,825+36.7% | $5,629-31.4% | $4,649-17.0% |
| Admin fee / account holder | $281 | $436-35.7% | $15,914-98.2% | $433-35.2% |