Filed September 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $675,159 |
Filed as: CAPFINANCIAL PARTNERS, L Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,669 | $166,271-73.7% | $94,105-53.6% | $166,271-73.7% |
| Participation rate | 47.6% | 79.1%-31.5pp | 71.9%-24.3pp | 79.1%-31.5pp |
| Annual return | 20.41% | 15.58%+4.8pp | 204.55%-184.1pp | 15.58%+4.8pp |
| Employer contribution / active EE | $1,350 | $4,136-67.4% | $2,504-46.1% | $4,136-67.4% |
| Participant deferral / active EE | $2,426 | $7,214-66.4% | $3,881-37.5% | $7,214-66.4% |
| Admin fee / account holder | $64 | $445-85.7% | $6,199-99.0% | $445-85.7% |