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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL DIRECTIONS, LLC9 years Service code 26 · EIN 58-2592093 | Advisory (Participants) | $48,968 |
TPC QUALIFIED PLANS LLC4 years Service code 15 · EIN 26-2312094 | Recordkeeping | $9,109 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,963 | $106,524+114.9% | $152,301+50.3% | $87,485+161.7% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 11.76% | 26.89%-15.1pp | 80.50%-68.7pp | 26.06%-14.3pp |
| Employer contribution / active EE | $10,695 | $3,371+217.2% | $4,624+131.3% | $2,596+311.9% |
| Participant deferral / active EE | $10,147 | $6,525+55.5% | $8,004+26.8% | $4,274+137.4% |
| Admin fee / account holder | $774 | $8,287-90.7% | $14,398-94.6% | $7,775-90.0% |