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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 15 · EIN 26-0058143 | Recordkeeping | $50,109 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,617 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,468 | $83,023-16.3% | $102,437-32.2% | $77,762-10.7% |
| Participation rate | 91.8% | 71.5%+20.2pp | 74.5%+17.3pp | 70.6%+21.2pp |
| Annual return | 14.85% | 19.12%-4.3pp | 24.95%-10.1pp | 31.27%-16.4pp |
| Employer contribution / active EE | $4,104 | $3,552+15.5% | $3,871+6.0% | $2,728+50.4% |
| Participant deferral / active EE | $6,362 | $4,110+54.8% | $5,060+25.7% | $4,651+36.8% |
| Admin fee / account holder | $139 | $639-78.2% | $8,388-98.3% | $433-67.9% |