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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 3100 VILLAGE PT · CHESTERTON, IN 463040079 | Advisory (Plan) | $33,705 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $20,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,866 | $91,198-24.5% | $178,503-61.4% | $79,856-13.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.15% | 24.20%-9.0pp | 151.12%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,521 | $3,257+8.1% | $5,011-29.7% | $2,471+42.5% |
| Participant deferral / active EE | $4,759 | $3,237+47.0% | $5,202-8.5% | $3,741+27.2% |
| Admin fee / account holder | $376 | $6,748-94.4% | $13,987-97.3% | $5,306-92.9% |