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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,507 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,638 |
TRUTINA FINANCIAL6+ years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $21,012 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,933 | $66,486-49.0% | $81,370-58.3% | $77,762-56.4% |
| Participation rate | 96.9% | 68.7%+28.2pp | 69.5%+27.4pp | 70.6%+26.3pp |
| Annual return | 8.66% | 15.95%-7.3pp | 24.85%-16.2pp | 31.27%-22.6pp |
| Employer contribution / active EE | $2,309 | $2,158+7.0% | $2,464-6.3% | $2,728-15.4% |
| Participant deferral / active EE | $3,938 | $3,677+7.1% | $3,885+1.4% | $4,651-15.3% |
| Admin fee / account holder | $361 | $586-38.3% | $5,749-93.7% | $433-16.5% |