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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL ADVISORS INC2 years Service code 27 · EIN 73-1044294 | Advisory (Plan) | $7,034 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $2,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,095 | $89,652-56.4% | $141,191-72.3% | $65,185-40.0% |
| Participation rate | 43.6% | 74.7%-31.1pp | 82.5%-38.9pp | 70.2%-26.6pp |
| Annual return | 24.74% | 32.79%-8.1pp | 71.41%-46.7pp | 29.38%-4.6pp |
| Employer contribution / active EE | $524 | $3,065-82.9% | $4,736-88.9% | $2,177-75.9% |
| Participant deferral / active EE | $3,187 | $5,691-44.0% | $6,710-52.5% | $3,514-9.3% |
| Admin fee / account holder | $84 | $569-85.2% | $10,264-99.2% | $847-90.1% |