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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,436 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,365 | $101,591+36.2% | $147,096-5.9% | $74,429+85.9% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.8pp |
| Annual return | 11.49% | 8746.45%-8735.0pp | 419.75%-408.3pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $8,204 | $3,813+115.2% | $4,936+66.2% | $2,625+212.6% |
| Participant deferral / active EE | $7,715 | $7,302+5.7% | $8,071-4.4% | $4,348+77.4% |
| Admin fee / account holder | $34 | $1,750-98.1% | $13,005-99.7% | $1,944-98.3% |