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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $297,496 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $80,475 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $21,950 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,638 | $199,593-86.2% | $69,647-60.3% | $199,593-86.2% |
| Participation rate | 82.8% | 72.0%+10.9pp | 66.5%+16.4pp | 72.0%+10.9pp |
| Annual return | 12.09% | 34.25%-22.2pp | 100.48%-88.4pp | 34.25%-22.2pp |
| Employer contribution / active EE | $940 | $3,034-69.0% | $1,712-45.1% | $3,034-69.0% |
| Participant deferral / active EE | $2,465 | $5,087-51.5% | $2,886-14.6% | $5,087-51.5% |
| Admin fee / account holder | $116 | $269-56.8% | $4,713-97.5% | $269-56.8% |