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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 72 · EIN 26-0058143 | Other investment fees and expenses | $36,138 |
Service code 10 · EIN 31-0800053 | Accounting | $16,450 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,973 | $55,002+9.0% | $59,887+0.1% | $56,287+6.5% |
| Participation rate | 95.6% | 75.9%+19.7pp | 74.7%+20.9pp | 69.9%+25.8pp |
| Annual return | -2.13% | 1.13%-3.3pp | 3.46%-5.6pp | -9.96%+7.8pp |
| Employer contribution / active EE | $2,944 | $2,448+20.3% | $2,722+8.1% | $2,111+39.4% |
| Participant deferral / active EE | $3,690 | $3,121+18.2% | $3,402+8.5% | $3,350+10.1% |
| Admin fee / account holder | $82 | $236-65.2% | $3,591-97.7% | $521-84.2% |