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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 | $82,972-16.3% | $103,374-32.8% | $77,671-10.6% |
| Participation rate | 91.8% | 71.5%+20.2pp | 74.5%+17.3pp | 70.6%+21.2pp |
| Annual return | 14.85% | 19.14%-4.3pp | 24.89%-10.0pp | 31.21%-16.4pp |
| Employer contribution / active EE | $4,104 | $3,554+15.5% | $3,869+6.1% | $2,726+50.5% |
| Participant deferral / active EE | $6,362 | $4,108+54.9% | $5,058+25.8% | $4,648+36.9% |
| Admin fee / account holder | $139 | $639-78.2% | $8,394-98.3% | $430-67.7% |