Filed March 2, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $40,045 |
RBT CPAS, LLP1 year Service code 10 · EIN 14-1604297 | Accounting | $29,260 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,290 | $74,552+35.9% | $63,018+60.7% | $69,631+45.5% |
| Participation rate | 97.8% | 78.3%+19.5pp | 74.8%+23.0pp | 70.7%+27.1pp |
| Annual return | 14.27% | 15.77%-1.5pp | 87.62%-73.3pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $4,321 | $2,929+47.5% | $2,761+56.5% | $2,032+112.6% |
| Participant deferral / active EE | $4,459 | $2,974+49.9% | $3,330+33.9% | $3,224+38.3% |
| Admin fee / account holder | $41 | $59-30.3% | $3,601-98.8% | $110-62.5% |