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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,875 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $30,374 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,719 | $101,499-18.5% | $147,005-43.7% | $74,546+11.0% |
| Participation rate | 96.6% | 75.5%+21.1pp | 82.2%+14.5pp | 67.2%+29.4pp |
| Annual return | 21.54% | 8732.34%-8710.8pp | 418.76%-397.2pp | 1366.03%-1344.5pp |
| Employer contribution / active EE | $2,699 | $3,811-29.2% | $4,934-45.3% | $2,624+2.8% |
| Participant deferral / active EE | $17,117 | $7,304+134.3% | $8,070+112.1% | $4,347+293.7% |
| Admin fee / account holder | $270 | $1,748-84.5% | $13,006-97.9% | $1,944-86.1% |