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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $26,179 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,970 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,456 | $27,243-54.3% | $52,425-76.2% | $79,634-84.4% |
| Participation rate | 73.7% | 22.4%+51.2pp | 55.6%+18.0pp | 62.5%+11.2pp |
| Annual return | 13.49% | 63.36%-49.9pp | 302.12%-288.6pp | 36.46%-23.0pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,027 | $636+61.5% | $1,790-42.7% | $3,835-73.2% |
| Admin fee / account holder | $113 | $2,105-94.6% | $2,495-95.5% | $1,002-88.7% |