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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,862 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $728,123 | $101,672+616.1% | $147,117+394.9% | $74,478+877.6% |
| Participation rate | 98.5% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | 15.77% | 8757.83%-8742.1pp | 420.54%-404.8pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $13,216 | $3,813+246.6% | $4,932+167.9% | $2,626+403.2% |
| Participant deferral / active EE | $11,024 | $7,305+50.9% | $8,065+36.7% | $4,350+153.4% |
| Admin fee / account holder | $447 | $1,753-74.5% | $12,993-96.6% | $1,946-77.0% |