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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $73,525 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM BROWN SMITH, P.C Service code 10 · EIN 22-2027092 | Accounting | $6,674 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,140 |
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 | $132,891 | $69,511+91.2% | $94,672+40.4% | $71,529+85.8% |
| Participation rate | 98.6% | 78.4%+20.2pp | 80.8%+17.8pp | 67.9%+30.7pp |
| Annual return | 13.35% | 29.67%-16.3pp | 156.89%-143.5pp | 28.97%-15.6pp |
| Employer contribution / active EE | $7,581 | $2,853+165.7% | $3,673+106.4% | $2,590+192.7% |
| Participant deferral / active EE | $7,732 | $7,348+5.2% | $7,417+4.2% | $4,291+80.2% |
| Admin fee / account holder | $196 | $1,211-83.8% | $7,222-97.3% | $1,588-87.6% |