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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,556 |
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 | $57,981 | $30,599+89.5% | $74,577-22.3% | $57,658+0.6% |
| Participation rate | 87.3% | 49.1%+38.1pp | 68.1%+19.2pp | 70.2%+17.1pp |
| Annual return | 15.28% | 14.24%+1.0pp | 20.47%-5.2pp | 5.13%+10.1pp |
| Employer contribution / active EE | $4,885 | $1,000+388.6% | $2,525+93.4% | $1,974+147.5% |
| Participant deferral / active EE | $8,359 | $1,805+363.1% | $3,458+141.7% | $3,061+173.1% |
| Admin fee / account holder | $102 | $98+4.4% | $4,138-97.5% | $95+8.2% |