Filed November 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $202,312 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $61,084 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $32,000 |
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $8,862 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $293,808 | $105,179+179.3% | $64,110+358.3% | $80,187+266.4% |
| Participation rate | 96.4% | 73.5%+22.9pp | 72.3%+24.1pp | 72.9%+23.5pp |
| Annual return | 15.26% | 20.34%-5.1pp | 33.75%-18.5pp | 40.40%-25.1pp |
| Employer contribution / active EE | $7,362 | $3,311+122.4% | $2,751+167.7% | $2,980+147.1% |
| Participant deferral / active EE | $7,339 | $4,020+82.5% | $3,883+89.0% | $5,016+46.3% |
| Admin fee / account holder | $77 | $113-32.2% | $3,071-97.5% | $145-47.0% |