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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $26,736 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,877 | $30,421-64.2% | $56,077-80.6% | $74,429-85.4% |
| Participation rate | 67.8% | 32.9%+34.9pp | 52.5%+15.3pp | 67.2%+0.5pp |
| Annual return | 10.43% | 24.94%-14.5pp | 1709.28%-1698.8pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,584 | $1,175+34.8% | $1,954-18.9% | $4,348-63.6% |
| Admin fee / account holder | $197 | $2,363-91.7% | $2,825-93.0% | $1,944-89.9% |