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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $101,448 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,897 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,789 | $106,247+56.0% | $147,096+12.7% | $77,714+113.3% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 15.81% | 56.87%-41.1pp | 419.75%-403.9pp | 31.26%-15.4pp |
| Employer contribution / active EE | $4,293 | $4,069+5.5% | $4,936-13.0% | $2,727+57.4% |
| Participant deferral / active EE | $12,004 | $7,996+50.1% | $8,071+48.7% | $4,649+158.2% |
| Admin fee / account holder | $242 | $338-28.3% | $13,005-98.1% | $433-44.0% |