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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,611 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,783 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,544 | $89,670-71.5% | $94,057-72.8% | $89,670-71.5% |
| Participation rate | 24.1% | 71.2%-47.1pp | 73.3%-49.3pp | 71.2%-47.1pp |
| Annual return | 10.91% | 19.66%-8.8pp | 480.62%-469.7pp | 19.66%-8.8pp |
| Employer contribution / active EE | $195 | $4,041-95.2% | $2,933-93.3% | $4,041-95.2% |
| Participant deferral / active EE | $859 | $3,962-78.3% | $4,709-81.8% | $3,962-78.3% |
| Admin fee / account holder | $161 | $352-54.3% | $7,244-97.8% | $352-54.3% |