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| Provider | Service type | Compensation |
|---|---|---|
CAPSTONE WEALTH ADVISORS1+ years Service code 27 5875 CASTLE CREEK PARKWAY, STE. 185 · INDIANAPOLIS, IN 46250 | Advisory (Plan) | $9,449 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,190 | $53,412-92.2% | $68,509-93.9% | $52,331-92.0% |
| Participation rate | 99.5% | 71.7%+27.8pp | 74.7%+24.7pp | 68.1%+31.4pp |
| Annual return | 1.05% | 3.42%-2.4pp | 8.27%-7.2pp | 4.54%-3.5pp |
| Employer contribution / active EE | $193 | $1,607-88.0% | $2,278-91.5% | $1,882-89.8% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $43 | $461-90.7% | $5,275-99.2% | $592-92.7% |