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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-2647786 | Consulting | $42,924 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,429 |
MRA ASSOCIATES USA LLC4 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $30,000 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $15,514 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,614 | $58,344+87.9% | $98,477+11.3% | $86,813+26.3% |
| Participation rate | 86.8% | 68.4%+18.4pp | 73.3%+13.5pp | 72.3%+14.5pp |
| Annual return | 14.42% | 43.47%-29.1pp | 1493.59%-1479.2pp | 97.93%-83.5pp |
| Employer contribution / active EE | $4,922 | $2,008+145.1% | $2,961+66.2% | $2,406+104.6% |
| Participant deferral / active EE | $12,348 | $3,156+291.3% | $4,276+188.7% | $4,131+198.9% |
| Admin fee / account holder | $277 | $138+100.9% | $5,951-95.3% | $170+63.2% |