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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $33,687 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,355 |
BENEFIT RESOURCES, INC.6 years Service code 13 · EIN 68-0198481 1545 RIVER PARK DR. · SACRAMENTO, CA 95815 | Contract Administrator | $3,000 |
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.)
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 | $54,247 | $65,125-16.7% | $143,797-62.3% | $66,949-19.0% |
| Participation rate | 41.6% | 65.2%-23.6pp | 80.3%-38.7pp | 69.8%-28.2pp |
| Annual return | -17.12% | -11.13%-6.0pp | -0.04%-17.1pp | 1.57%-18.7pp |
| Employer contribution / active EE | $1,419 | $2,362-39.9% | $4,952-71.3% | $2,545-44.2% |
| Participant deferral / active EE | $2,300 | $2,920-21.2% | $5,638-59.2% | $4,239-45.7% |
| Admin fee / account holder | $382 | $503-24.1% | $14,679-97.4% | $594-35.7% |