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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,275 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $18,000 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,978 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,104 | $56,443-5.9% | $83,850-36.7% | $55,725-4.7% |
| Participation rate | 35.5% | 72.0%-36.5pp | 76.1%-40.6pp | 70.9%-35.3pp |
| Annual return | -7.95% | 393.67%-401.6pp | 850.92%-858.9pp | 244.93%-252.9pp |
| Employer contribution / active EE | $748 | $2,682-72.1% | $3,631-79.4% | $2,078-64.0% |
| Participant deferral / active EE | $2,656 | $2,965-10.4% | $4,082-34.9% | $3,356-20.8% |
| Admin fee / account holder | $321 | $156+105.3% | $5,478-94.1% | $115+178.4% |