Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 49 · EIN 27-6095731 | Other Services | $8,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,301 | $84,948-29.0% | $70,449-14.4% | $73,409-17.9% |
| Participation rate | 96.9% | 79.9%+16.9pp | 75.1%+21.8pp | 72.2%+24.7pp |
| Annual return | 13.57% | 13.39%+0.2pp | 109.03%-95.5pp | 59.29%-45.7pp |
| Employer contribution / active EE | $2,042 | $2,834-27.9% | $2,737-25.4% | $2,234-8.6% |
| Participant deferral / active EE | $3,345 | $3,387-1.3% | $3,709-9.8% | $3,805-12.1% |
| Admin fee / account holder | $14 | $98-85.9% | $3,845-99.6% | $158-91.3% |