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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,794 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,602 | $27,330+77.8% | $67,704-28.2% | $55,191-11.9% |
| Participation rate | 85.5% | 47.5%+37.9pp | 67.5%+17.9pp | 69.2%+16.3pp |
| Annual return | 3.14% | 8.81%-5.7pp | 25.41%-22.3pp | 10.78%-7.6pp |
| Employer contribution / active EE | $4,524 | $855+429.3% | $2,559+76.8% | $1,899+138.3% |
| Participant deferral / active EE | $8,081 | $1,709+372.9% | $3,585+125.4% | $3,046+165.3% |
| Admin fee / account holder | $109 | $109-0.2% | $4,255-97.4% | $91+20.1% |