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| Provider | Service type | Compensation |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC5 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $36,100 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,266 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,164 | $82,979+29.1% | $102,412+4.6% | $77,736+37.9% |
| Participation rate | 37.3% | 71.5%-34.3pp | 74.5%-37.2pp | 70.6%-33.3pp |
| Annual return | 12.39% | 19.11%-6.7pp | 24.94%-12.5pp | 31.26%-18.9pp |
| Employer contribution / active EE | $1,066 | $3,554-70.0% | $3,870-72.5% | $2,728-60.9% |
| Participant deferral / active EE | $3,874 | $4,109-5.7% | $5,060-23.4% | $4,651-16.7% |
| Admin fee / account holder | $550 | $639-13.9% | $8,388-93.4% | $433+26.9% |