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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 10 · EIN 26-0058143 | Accounting | $30,162 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,703 |
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 | $192,632 | $50,498+281.5% | $75,784+154.2% | $55,191+249.0% |
| Participation rate | 86.9% | 69.4%+17.5pp | 75.8%+11.1pp | 69.2%+17.7pp |
| Annual return | 1.67% | 1.80%-0.1pp | 9.68%-8.0pp | 10.78%-9.1pp |
| Employer contribution / active EE | $11,209 | $2,291+389.3% | $3,323+237.3% | $1,899+490.3% |
| Participant deferral / active EE | $5,007 | $2,589+93.4% | $3,652+37.1% | $3,046+64.4% |
| Admin fee / account holder | $43 | $123-65.3% | $5,300-99.2% | $91-53.0% |