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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 | $26,936-53.8% | $53,647-76.8% | $71,012-82.5% |
| Participation rate | 73.7% | 21.9%+51.8pp | 56.3%+17.4pp | 58.6%+15.1pp |
| Annual return | 13.49% | 81.59%-68.1pp | 358.33%-344.8pp | 37.67%-24.2pp |
| Employer contribution / active EE | $0 | $335-100.0% | $962-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $1,027 | $590+74.0% | $1,813-43.4% | $3,246-68.4% |
| Admin fee / account holder | $113 | $2,177-94.8% | $2,460-95.4% | $1,167-90.3% |