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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) | $50,954 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,670 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,717 | $101,499-27.4% | $147,005-49.9% | $74,546-1.1% |
| Participation rate | 99.5% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 17.41% | 8732.34%-8714.9pp | 418.76%-401.4pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $4,801 | $3,811+26.0% | $4,934-2.7% | $2,624+82.9% |
| Participant deferral / active EE | $13,009 | $7,304+78.1% | $8,070+61.2% | $4,347+199.2% |
| Admin fee / account holder | $266 | $1,748-84.8% | $13,006-98.0% | $1,944-86.3% |