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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 | $69,771+38.2% | $67,524+42.8% | $74,400+29.6% |
| Participation rate | 99.1% | 71.4%+27.8pp | 72.9%+26.2pp | 67.2%+31.9pp |
| Annual return | 11.05% | -40.49%+51.5pp | 3519.41%-3508.4pp | 1367.51%-1356.5pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,573 | $3,638-1.8% | $4,001-10.7% | $4,348-17.8% |
| Admin fee / account holder | $295 | $889-66.8% | $4,001-92.6% | $1,944-84.8% |