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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $140,132 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LL Service code 13 · EIN 26-0058143 | Contract Administrator | $61,903 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,801 | $241,850-61.6% | $102,412-9.4% | $199,960-53.6% |
| Participation rate | 95.2% | 78.3%+16.9pp | 74.5%+20.7pp | 72.0%+23.2pp |
| Annual return | 14.18% | 17.67%-3.5pp | 24.94%-10.8pp | 34.28%-20.1pp |
| Employer contribution / active EE | $3,106 | $4,253-27.0% | $3,870-19.7% | $3,036+2.3% |
| Participant deferral / active EE | $9,707 | $3,961+145.1% | $5,060+91.8% | $5,087+90.8% |
| Admin fee / account holder | $125 | $288-56.5% | $8,388-98.5% | $269-53.4% |