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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 536850 · ATLANTA, GA 30353 | Advisory (Plan) | $12,655 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $102,492-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 19.92% | 7.25%+12.7pp | 5.16%+14.8pp | 8.21%+11.7pp |
| Employer contribution / active EE | $5,154 | $13,308-61.3% | $26,459-80.5% | $13,843-62.8% |
| Participant deferral / active EE | $0 | $61-100.0% | $79-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |