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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,351 |
CAPSOUTH PARTNERS2 years Filed as: CAPSOUTH PARTNERS, INC. Service code 27 · EIN 01-0647966 | Advisory (Plan) | $10,317 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,626 | $64,119-25.7% | $112,228-57.6% | $66,914-28.8% |
| Participation rate | 47.6% | 68.5%-20.8pp | 75.1%-27.4pp | 69.8%-22.2pp |
| Annual return | -12.78% | -13.81%+1.0pp | 27.45%-40.2pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,011 | $3,005-66.4% | $3,635-72.2% | $2,544-60.3% |
| Participant deferral / active EE | $1,406 | $3,693-61.9% | $4,728-70.3% | $4,237-66.8% |
| Admin fee / account holder | $245 | $625-60.9% | $6,410-96.2% | $593-58.8% |