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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Service code 10 · EIN 26-0058143 PO BOX 536850 · ATLANTA, GA 30353 | Accounting | $34,387 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 13.5%-13.5pp | 18.6%-18.6pp |
| Annual return | 8.31% | 9.14%-0.8pp | 64.50%-56.2pp | 9.77%-1.5pp |
| Employer contribution / active EE | $11,915 | $21,902-45.6% | $23,990-50.3% | $13,890-14.2% |
| Participant deferral / active EE | $0 | $0 | $287-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |