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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 | $106,864+114.3% | $147,318+55.4% | $82,637+177.1% |
| Participation rate | 96.1% | 75.5%+20.5pp | 82.1%+14.0pp | 68.1%+28.0pp |
| Annual return | 11.76% | 27.49%-15.7pp | 70.43%-58.7pp | 53.51%-41.8pp |
| Employer contribution / active EE | $10,695 | $3,417+213.0% | $4,593+132.9% | $2,552+319.1% |
| Participant deferral / active EE | $10,147 | $6,496+56.2% | $7,906+28.3% | $4,126+145.9% |
| Admin fee / account holder | $774 | $8,415-90.8% | $13,708-94.4% | $7,339-89.5% |