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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $63,917 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,078 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,961 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,151 | $52,188+36.3% | $86,640-17.9% | $74,460-4.4% |
| Participation rate | 90.9% | 66.3%+24.5pp | 71.7%+19.2pp | 70.7%+20.1pp |
| Annual return | 28.70% | 44.46%-15.8pp | 592.52%-563.8pp | 34.38%-5.7pp |
| Employer contribution / active EE | $4,998 | $2,282+119.0% | $3,024+65.3% | $2,638+89.5% |
| Participant deferral / active EE | $13,657 | $3,383+303.7% | $4,438+207.7% | $4,530+201.5% |
| Admin fee / account holder | $139 | $319-56.5% | $5,616-97.5% | $348-60.1% |