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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 · EIN 26-0058143 | Other Fees | $11,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,442 | $69,708+38.4% | $67,560+42.8% | $74,478+29.5% |
| Participation rate | 99.1% | 71.4%+27.7pp | 72.9%+26.2pp | 67.2%+31.9pp |
| Annual return | 11.05% | -40.67%+51.7pp | 3533.50%-3522.4pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,573 | $3,637-1.8% | $4,004-10.8% | $4,350-17.9% |
| Admin fee / account holder | $295 | $887-66.8% | $3,994-92.6% | $1,946-84.8% |