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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $23,598 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,581 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,624 | $26,549-63.7% | $61,452-84.3% | $66,938-85.6% |
| Participation rate | 79.0% | 38.1%+40.9pp | 52.6%+26.4pp | 69.8%+9.2pp |
| Annual return | -16.43% | -16.21%-0.2pp | 338.96%-355.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,977 | $1,338+47.8% | $2,125-6.9% | $4,238-53.3% |
| Admin fee / account holder | $163 | $409-60.1% | $2,131-92.4% | $594-72.6% |