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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $73,905 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,549 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,656 | $106,230+68.2% | $147,080+21.5% | $77,736+129.8% |
| Participation rate | 95.3% | 78.4%+16.9pp | 82.2%+13.1pp | 70.6%+24.7pp |
| Annual return | 15.40% | 56.91%-41.5pp | 420.17%-404.8pp | 31.26%-15.9pp |
| Employer contribution / active EE | $5,112 | $4,072+25.5% | $4,933+3.6% | $2,728+87.4% |
| Participant deferral / active EE | $15,086 | $8,001+88.6% | $8,066+87.0% | $4,651+224.4% |
| Admin fee / account holder | $179 | $338-47.2% | $12,989-98.6% | $433-58.8% |