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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 DBA CAPTRUST FINANCIAL A · RALEIGH, NC 27609 | Advisory (Plan) | $72,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,181 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 53707 | Accounting | $26,854 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $80,350 | $62,686+28.2% | $178,540-55.0% | $77,736+3.4% |
| Participation rate | 89.8% | 66.9%+22.9pp | 77.1%+12.7pp | 70.6%+19.2pp |
| Annual return | 13.16% | 16.16%-3.0pp | 27.15%-14.0pp | 31.26%-18.1pp |
| Employer contribution / active EE | $6,823 | $1,914+256.6% | $3,953+72.6% | $2,728+150.1% |
| Participant deferral / active EE | $11,605 | $4,224+174.8% | $6,281+84.8% | $4,651+149.5% |
| Admin fee / account holder | $355 | $386-8.1% | $10,424-96.6% | $433-18.1% |