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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL ADVISORS INC6 years Service code 27 · EIN 73-1044294 | Advisory (Plan) | $9,021 |
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.
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 | $46,600 | $91,407-49.0% | $135,903-65.7% | $71,457-34.8% |
| Participation rate | 43.2% | 75.7%-32.4pp | 81.9%-38.7pp | 67.9%-24.7pp |
| Annual return | 19.39% | 29.90%-10.5pp | 68.23%-48.8pp | 28.85%-9.5pp |
| Employer contribution / active EE | $742 | $3,703-80.0% | $4,856-84.7% | $2,588-71.3% |
| Participant deferral / active EE | $3,816 | $7,092-46.2% | $7,758-50.8% | $4,289-11.0% |
| Admin fee / account holder | $77 | $1,266-93.9% | $10,762-99.3% | $1,587-95.2% |