Filed July 21, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,160 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,840 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,704 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,819 | $89,225+94.8% | $136,072+27.7% | $74,459+133.4% |
| Participation rate | 96.0% | 69.4%+26.6pp | 76.4%+19.6pp | 67.2%+28.8pp |
| Annual return | 16.32% | 22.76%-6.4pp | 580.46%-564.1pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $5,260 | $2,816+86.8% | $4,216+24.8% | $2,626+100.3% |
| Participant deferral / active EE | $12,661 | $4,597+175.4% | $7,028+80.2% | $4,350+191.1% |
| Admin fee / account holder | $396 | $1,545-74.4% | $6,718-94.1% | $1,945-79.6% |